PERMISSIONS: You need Billing permission to create an invoice.
Use an invoice to create a list of charges owed by a client and the payments they've made toward those charges that can be printed, emailed, or faxed.
TIP: Want to roll over charges? An invoice represents a specific bill you sent to a client and the payments applied to it. If you want to send a rolling account balance, you can print a statement instead.
Jump to Section:
Create an Invoice
- Go to Billing > Accounts > Billing Accounts.
- Click the billing account you want to create an invoice for.
- In the lower right, click the + Invoice button.
- Select the checkbox next to the lines you want to apply to the invoice.
- Click the Create Invoice button
Create Invoices for All Accounts
IMPORTANT: This will create an invoice for all accounts that have uninvoiced lines through the selected date range. This can only be undone by deleting each invoice individually.
- Go to Billing > Accounts > Billing Accounts.
- In the lower right, click the Generate Invoices button.
- Select the date you want to include uninvoiced lines through, and click the Generate Invoices button.
- If you want to print these invoices, click the Print Generated Invoices button. Otherwise, click the Nope button.