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

 

 

 

 
 
 
 

Related Articles

 

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