Once you have Billable Line Items for contracts in the system, you need to be able to send your accounts their invoices. This article will walk you through how to create and email an invoice from the Billable Line Items window.

To Create An Invoice #

• Navigate to Accounting using the left-hand navigation menu.
• Then, click on the Billable Line Items tab to see a list of all line items that are ready to be invoiced.
• Use the Billable Line Items window to select the contracts that you would like to invoice.
• Use the create date and due date fields to input custom creation dates.
  • Note: If no Due Date is selected, then the system will automatically generate one based on the selected Created Date.
  • Created Date: This is the date that you want the selected invoices to be created.
  • Due Date: This is the date that you want the invoices to be due.
• Click the Invoice Selected button to create the invoices and display the Email Invoices window.
• You can view the invoices that you have created by clicking Accounting from the left-hand navigation menu.

Emailing Invoices #

After you’ve created your invoices you will see the Billable Line Items summary window. This article details how to send invoices as an email campaign. You can also send invoices individually using the following steps:

• Select Accounting from the navigation menu.
• Select View next to the invoice
• Click on the Email button.
• Then, compose your email and click send. This attaches A pdf of the invoice to the email.