Invoicing overview

Screen reference

The invoicing module allows authorized users to generate invoices from tasks, time, expenses, projects, and configured billing structures.

What you can do

• Generate invoices from a single task, a set of tasks, the Time module, the Invoicing module, or project-level invoice workflows.
• Review invoice lines before sending.
• Confirm billing clients, allocations, taxes, templates, and invoice status.
• Register payments or update invoice status when appropriate.

Environmental consulting example

A project manager can generate an invoice for completed field tasks and approved reimbursable expenses.