Invoicing

📚 Introductory Videos

• Invoice your Project using a Work Schedule

💼 Financial Setup

• Configure payment methods for invoicing
• Configure default trading terms (invoice due dates)

🧾 Creating Invoices

• Charging Items on an Invoice
• Understanding Invoice Dates
• Allocating WIP Timesheets to an Invoice
• Managing Billing Entities on Invoices
• Reallocate or Write Off WIP Costs from Invoice Lines

📦 Charging Specific Types of Time & Cost

• Invoicing Disbursements
• Raise an invoice for out of scope time

🛠️ Managing and Modifying Invoices

• How Invoice “Attention To” Works
• Reordering Line Items on an Invoice
• Allocating WIP When Final Invoice Already Issued
• How Rounding Works on Invoices

🎨 Customising Invoice Appearance

• Invoice PDFs – How to Customise the Look and Layout
• Customising Your Invoice PDFs: Line Amounts, Headings, and Claims History

🔎 Reviewing and Approving Invoices

• Determining When an Invoice was Approved

💸 Receiving Payments and Applying Credits

• Receive Project Deposits
• Send Invoices to Clients
• Allocating Payments to Invoices
• Allocating Credit Notes