How to Create Invoice?

1. Navigate to Left Menu>More>Invoices or Quick links> Invoices.
2. Mark one or more Time Log Entries in the Unbilled Time tab & Click ‘Create Invoice’.
3. Create a new Invoice or add it to the existing invoice.
4. Provide the required details in the invoice. Click on Save & Send. “Save & Send” button to save invoice and send email to the customer.
5. It will ask for a custom message you would like to send to the customer. You can provide required details and click on Send.

Optional steps:

1. Click on “Save & Download” button to save invoice and download it as pdf.
2. Click on “Save and Close” button to save invoice and go to invoice list page.
3. Click on “Save and New” button to save invoice and create another invoice.

       (Image-1)                                                                                                         (Image-2)

How to Create Invoice Without Unbilled Time?

1. Navigate to Left Menu > More> Invoices
2. Click ‘Unbilled Time’ tab
3. Select one or more Time Log entries & click Icon near ‘Create Invoice’ option
4. Click ‘Create Invoice Without Unbilled Time’. Using this option you can create custom invoices.

      5. Provide required details like Invoice#, Terms, Customer, etc & Click ‘Save & Send’.

How can I  manage Invoices?

1. Navigate to Left Menu > More> Invoices
2. Click ‘Invoice’. Here you can perform the following actions-

• – This option enable you to send email to the client
• – With this option, you can download the email.
• – You can click on this option print the invoice
• – You can click on this option to delete the invoice
• – You can mark paid/unpaid for the invoice