Creating Draft Invoices

Bulk Actions and Time on a Drafted Invoice

  

Make multiple changes at once -- update, drop, and delete -- to time entries on a drafted invoice with Bulk Actions. This article will show you how to access and use Bulk Actions, and we’ll explain each of the Bulk Actions options.

First, we’ll get to a drafted invoice. Then, we’ll use and explore the Bulk Actions feature.

  1. Click Invoicing...Overview from your navigation bar.
  2. Find the middle tile and click on the Drafts tab. Then, click on the tile itself. This will take you to your Draft Invoices window.
  3. Click on a value in the Amount column. This will take you to the drafted invoice for a specific project.
  4. Click the Time tab on the drafted invoice.
  5. Check boxes under the Rate tab. These rates are associated with the staffer (shown in the next column) who’s logged time that you want to add to the invoice.
  6. Click on the white triangle next to Bulk Actions, and a small picklist will populate.

    Here’s what you need to know about each option:

    Update - Update (ie, edit) your selected time entries. A small window will populate and you can make your changes. Click update time to update the selected time entries with your changes.

    Drop - Remove the time entry from the invoice. It’ll drop back in WIP.

    Delete - Permanently remove the entry from BigTime.  

    After you utilize any of the above options, you can recalculate the invoice amount by clicking on the green button: Recalculate Invoice Amount.



  7.  Click Save Changes to save your work.

Where to Go from Here:

Leapfrog Invoice Approvals

Basic Categories: Invoice Terms

 

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