Billing and Invoicing

The Pending Items page creates the invoices for billable entries. Billable entries must be approved before the entries can be included in an invoice. New billable entries can be created using this same page, similar to creating billable entries using General Entries.

Prior to the creation of an invoice, billable entries can be edited, deleted, approved, marked as pending, or marked on hold.

Once approved, billable entries can be selected for processing into invoices. Multiple invoices for multiple customers can be processed at a time, enabling you to manage all billing activity by billing cycle. Processed invoices can be automatically sent via email as a PDF attachment to streamline the billing process. You can preview an invoice before you create it. Once the invoice is created, the billable entries included in the invoice can no longer be modified.

Invoiced billable entries can be reviewed using:

• Service Billing > Past Periods
• Service Billing > Past Invoices

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