How-To Guide

Creating Manual Invoices

  

On occasion, you may want to create a manual invoice for a specific dollar amount apart from billing time and expenses. Perhaps you need to invoice for the deposit against a retainer, or you have made a purchase on behalf of the client and are invoicing for reimbursement. The manual invoice option makes it easy to create and edit one-off invoices.

Creating a Manual Invoice

  1. Click on the INVOICING tab on the navigation bar and select overview.


  2. Click the CREATE INVOICE button at the top left of the screen.


  3. Choose the job that you are creating an invoice for. Once you have selected a job click the NEXT button at the bottom right of the screen.

  4. Select Manual Invoice for the type of invoice you would like to create. Once you have selected Manual Invoice hit the NEXT button at the bottom right of the screen.

  5. Fill in the details of your manual invoice. You can add a description or notes to your invoice.

  6. Click the FINALIZE button at the bottom right of the screen.


Editing a Manual Invoice

  1. Click on the INVOICING tab on the navigation bar and select overview.


  2. Click on the DRAFTS tile.


  3. Click on the dollar amount for the invoice that you would like to edit.


  4. This will open the invoice summary page and allow you to edit the invoice details. Once you have made changes to the invoice, click SAVE CHANGES at the bottom right of the screen.

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