Billing: Prepare an Invoice

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Once all errors have been cleared, proceed to Prepare your invoice. From the preview screen, you will have access to other options, which will bring you through the final steps of the Invoice creation process.

 

To prepare an invoice, click the Billing tab and select Prepare Invoice from the menu.

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  1. Filter by Region
  2. Filter the list of invoices by Attention Required (To Prepare, Drafts, Not Approved, or Not Distributed), All, Prepare, Draft, and Canceled.
  3. Filter by how often invoices are generated.
  4. Filter by invoices that are flagged for review or not flagged for review.
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  1. Filter by Date.
  2. Filter by search criteria you enter.
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Click on the Prepare button next to any invoice listed as Ready to Process. 

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The same menu is accessible once you click on one of the four buttons or the prepare button.

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Depending on the status of the invoice, a pop-up window will open with a pre-selected choice.

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Create Invoice as Draft and Edit: This allows you to edit the invoice.

Create Invoice and Preview PDF: Preview the invoice in PDF format.

Create & Approve Invoice: Put the invoice in the Approved status. You cannot edit an Approved Invoice

Create & Approve & Distribute Invoice: Put the invoice in the Approved & Distributed status.

You can also go to View All Invoices to approve and distribute invoices.

Follow this path: Dashboard > Billing > View All Invoices

 

At any time, you can also preview and print an invoice.

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To remove the Amount Enclosed field, you may turn off the Accounts Receivable by going to:

  1. Settings
  2. Features
  3. Accounts Receivable
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