Navigate to Project Finance

Select Invoices from the submenu and select Create Invoice

Add the Invoice setup details:

Once the Invoice setup is complete you can add the invoice Line items

Below, you will see how to add Team resources however all other resources work the same way.

Select the resource from the category drop down

Select 'Add Invoice line'

Select the Resource to gain a breakdown of the WIP to be Invoiced

Here you can see the approved time for each Work package

Select the work package drop down for a more detailed view of each WP

Select the checkbox for the Resources to be invoiced

Adjust the Quantity to bill and/or Rate if required

Select Save invoice once complete

You can then see a high level overview of the Quantity and Total for the category

Select the Pen Icon to edit the VAT and the Bin Icon to delete the line item

Invoice public notes can be configured for each office within the admin console. If this has not been done or you wish to make changes do so within the textbox.

Select the Billing address from the drop down.

Existing Billing addresses will only appear if they are marked available for invoice in the company section.

Select the Invoice issue date and payment terms

Select Save draft once complete

Once the Invoice is saved it will take you to the summary page where you can review all invoice details, including Banking information.

Bank details can be added in the admin console - invoice settings, for each office and will automatically populate for each invoice.

You can download an Invoice PDF by selecting Download.

When you are happy with the Invoice you can mark as approved to start recording payment

If you need to credit the invoice, select credit invoice and confirm.

The invoice will now no longer be editable and on the index page you will be able to see the credited invoice and the approved invoice returning the credit.

On an approved invoice select Record payment in the bottom right

Choose the payment amount then select update

The invoicing progress will update and an audit below will indicate the who recorded the payment and which date.

After you have recorded the remaining amount and payment progress is 100%, the invoice will be marked as paid.

You will be able to see the updated status on the index page