How to create an invoice

Once the timesheet has been approved, click on Invoice tab on the home page, select Client invoices.

Click on Generate invoice button at the right top corner in blue.

Once you click on Generate Invoice, it will open up a page where you will see all the timesheets for which invoices have to be generated. You can click on the eye icon to view and edit if required before generating invoice. If not, you can revert it by clicking on revert icon and the timesheet will again go back to open and you can re-approve it and invoice again.

If all the details are correct then click on  icon to create the invoice. When you click on it, another pop-up screen will appear with all the invoice details like invoice number, date, etc., click on generate to generate the final invoice. 

 

You can find this invoice on the main page of Client Invoice.

Please note – Candidate invoices are automatically created as soon as you generate a client invoice.

• Related Articles

• How to Edit an invoice

  To edit an invoice, you need to first view the invoice by clicking on view icon (eye) Once the invoice is visible, click on the Edit button You can make below listed changes on the invoice - 1.       PO Number – Click on the PO Number box and ...

• How to send an Invoice

  To send Client Invoice: Click on the Invoices tab on the home page. Choose 'Client Invoices' from the options. Click on the view icon for the invoice to be sent. You have the option, to edit, send as an email, or download the pdf version. Once you ...