Billing

Finance > Billing

The Billing page creates invoices from posted billing lines.

Creating Invoices

1. Select the Finance > Billing page.
2. Optionally change Search filter settings. The default date range is from today's date to 3 months into the future. This can be customized using the Admin > Company Settings > Invoice tab > Billing End Date setting.
3. Click Search. A list of entries displays in the Results tab. Review the rows displayed.
4. Select one or more rows to invoice.
   • By default, a single invoice is generated for each customer, for all selected items.
   • To generate additional invoices, one for each project for each customer, set the Generate Invoices by Project option to Yes.
5. Click Generate Invoice.

   

Unposting Billing Lines

Instead of creating an invoice, you can unpost billing lines and send them back to Billing Review.

1. Select the Finance > Billing page.
2. Optionally change search filter settings. The default date range is today's date.
3. Click Search. A list of entries displays in the Results tab. Review the rows displayed.
4. Select one or more rows to unpost.
5. Click Unpost.