Billing
10 articles in this collection
Written by Erin Jamison
Written by Erin Jamison
How-to
Create, adjust and approve invoices
Written by Erin Jamison
Updated over a week ago
Updated over a week ago
Invoice Client Groups
If you need to bill multiple clients under one Client Group you can change each Client's 'bill to' contact to the associated Client Group.
Written by Erin Jamison
Updated over a week ago
Updated over a week ago
FAQ
How do I know what invoice data I have and have not imported?
Neither QuickBooks Online or Xero will allow importing of invoices with the same invoice number.
Written by Erin Jamison
Updated over a week ago
Updated over a week ago
Why isn't work showing up under my unbilled section?
Your work may not show up under the Unbilled section depending on it's fee settings.
Written by Erin Jamison
Updated over a week ago
Updated over a week ago
Why do I have an orange exclamation mark next to my time entry in a draft invoice?
The orange exclamation mark indicates that the time hasn't been approved in Time & Budgets.
Written by Erin Jamison
Updated over a week ago
Updated over a week ago
How can I get access to Billing?
As an admin, you can enable your Billing settings from your Profile.
Written by Erin Jamison
Updated over a week ago
Updated over a week ago
How do I change who gets billed for the work?
The 'bill to' contact can be changed within the contact's details tab, or can be individually changed within the work item's details tab.
Written by Erin Jamison
Updated over a week ago
Updated over a week ago
What are final and progress invoice types?
Each work item included in an invoice has its own Invoice Type which is inherited from the work item’s status.
Written by Erin Jamison
Updated over a week ago
Updated over a week ago