Creating an Invoice

Creating An Invoice from a Ledger Item

  1. Go to Books > Open Charges
  2. In the Open Charges tab, you will see previously created Ledger Items.
  3. Check the box(es) next to the Ledger Item(s) you would like to invoice.
  4. Click Create Invoices and click Save once you have set the Billing Date





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How to Open an Invoice as a PDF


How to View an Open Invoice


How to Delete an Invoice


How to Export an Invoice


How to Apply a Payment to an Invoice


Using Electronic Billing Tags for Exported Invoices


Using Carrier Billing Identifiers for Exported Invoices