Access a Drafted Invoice

Invoice Icons in BigTime

  

Once you’ve drafted an invoice, you’ll see many things you can do with it. This article focuses on the icons you’ll see on the drafted invoice window.

In this article, we’ll walk you through each option. 

Printer Icon

Click on the printer icon and a list of your invoice templates will populate.

Select an invoice template and BigTime will generate a PDF of your invoice using the template you choose.

Microsoft Word

Click on the icon with the W and a list of your invoice templates will populate. Select an invoice template and BigTime will generate a copy of your invoice in Microsoft Word using the template you choose.

Cloud Icon

Click on the cloud icon to post the invoice to QuickBooks

You’ll be automatically directed to a new window where you’ll add more details in order to post the invoice to QuickBooks.  

Dollar Sign

Click on the dollar sign to make a payment.

A new window will pop up and you can add payment information. Remember to click save to save your work.

Envelope

Click on the envelope icon to email your invoice.

A new window will pop up and you can make changes to the default message before sending it. You can send the invoice to any contact on the project (billing, primary, or other). You can also choose carbon copy (CC) or blind carbon copy (BCC) any contacts, project team members, or even yourself by clicking More.

Click on the white triangle next to Email Invoice, and a small picklist will populate. You’ll see two options. If you’re ready to send the email, click Email Invoice. Otherwise, if you’d like a preview of it first, then click Email Me a Preview Copy.

Finally, the icon with the two white arrows simply expands your window to make the contents full-screen.  

Where to Go from Here:

Basic Categories: Invoice Terms

Recreate an Invoice

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