The system allows you to create invoices and send them to your Clients for their review and payment. The process is easy. All you have to do is fill out a simple invoice form and once complete, send them to the chosen Client.
To create an invoice, do the following:
- Go to Billing > Create an Invoice. The top right corner of the invoice will show the auto generated invoice number as well as the exact date and time the invoice was created.
- Choose a project in the box provided. As you type the first letters of the project name, the list of projects that match your entry will appear. To avoid committing typo error, please use the list. If you want to change the project name that you entered, click on the Change Project link.
- Click on the Cases link to attach the case you’re billing the Client for. Once you click on the link, the system will automatically list all cases associated with the project you selected. If the case that you select has a pre-defined price, the Amount box opposite the Item (or case) box will be automatically filled out. Otherwise, you will have to provide an amount.
- If you want to add a new item, click on the Insert new Item button. It will then show a new set of Item and Amount boxes.
- If you just want to save the invoice for now and edit it later, click on the Save Draft button. You may also want to have a local copy of the invoice by clicking on the Generate PDF link.
- In the Status dropdown list, select the status of the invoice.
- You may also want to send a copy of the invoice to the default email address associated with the project. To use a different email instead, click on the To dropdown list and select Custom Email. It will then allow you to type a different email address. You also have the option to add a CC and BCC.
Note: You can restore the default email by clicking on the select account link. - Click on the Send Invoice button. This will send the created invoice to the Client account and to the email address (if you do step 7).
