Calculate and Generate Invoices

The system can automatically calculate draft invoices for every client account based on approved time and rate schedule data.

Steps

1. Open the Client Invoicing page

   • Navigate to Client Invoicing → Invoices.
   • Choose the billing date range (e.g., 1–30 September).

2. Calculate invoices

   • Click Calculate Invoices.
   • The system compiles all approved rate schedules and projects for that period.
   • When complete, review each line showing amounts and status.

3. Check draft results

   • Ensure each account has the correct total.
   • Look for any zero-value invoices (these may need rate schedule adjustments).
   • Confirm that projects marked complete are included.

4. Save invoices to file

   • Click Save Invoices to File → Apply.
   • The system generates the invoice PDF, an Excel summary, and the time-allocation report.
   • Files attach to the relevant client account.

Notes

• “Draft” invoices can be recalculated before emailing.
• Do not recalc after emailing; that would create mismatched records.
• Use consistent date ranges across all invoicing steps.