Invoices Issued to Client

Overview

Invoices issued to clients draws on the time and expenses entered into other applications to produce an invoice for your client or entry of an invoice received into your company.  An invoice is raised which contains many time and expense entry lines, select whether to write off or exclude lines from the invoice.  The creation of an invoice claim results in ledger entries being made and the invoice being monitored for payment.

Auto-Invoice Population

Invoicing automatically includes the time and expenses entered for the time period selected, no more wondering if everything has been included.
You can opt to exclude or write off one or more time and expense items.
Invoicing calculates and applies VAT to the invoice.

Manage payments received (full or partial), invoice due dates and time to payment.

Raising an Invoice in 3 Steps

Raising an invoice is a simple 3 step process:

  1. select the project, date range you want to raise the invoice for and select the invoice issue date (defaults to current day)
  2. check whether you want to include all the timesheet, expenses and sales entries in the invoice (exclude or write off items as required)
  3. Press the raise invoice button, the PDF of the invoice is created, and is ready for issue

Manage an Invoice after it has been Raised

Once an invoice is raised the timesheet, expenses and sales items included in the invoice cannot be edited.  This makes sure the business and accounting are always in line.  

There is plenty of actions to be take on raised invoices:

  • Mark the invoice as paid (in full or partially paid)
  • Cancel the invoice, all items in the invoice return for re-invoicing (and can be edited until re-invoiced)
  • Write off the invoice, if the invoice is never going to be paid in part of in full, then this is an option

Invoices Outstanding are on the Dashboard

All invoices which have not been paid by clients are shown as outstanding on the dashboard, alternatively run a report or look in the invoicing app.  All this as standard, out of the box, with no configuration.

Scroll to top