Invoicing
Invoices as their own extension: billable time, rebilled expenses, sold stock and accepted quotes.
Invoicing is its own extension now. Time Tracking & Billing still opens the same invoices. Creating and sending invoices needs the workspace owner or billing oversight, on the Team plan.
What an invoice can carry
- Billable time, priced at the bill rate.
- Expense claims marked Rebill to the client on a claim that has a project.
- Stock sold to the client from Inventory & Assets.
- An accepted quote: Create invoice on the quote makes a draft with the quote's discount and tax rate.
Each claim, sale or quote line can sit on only one live invoice at a time. Print an invoice to save it as a PDF.
Afterwards
- An overdue invoice reminds its creator once a week (the owners, if the creator can no longer bill).
- A client project's Budget tab lists its invoices, and the CRM account shows whether they are paid.
Note
This applies where your workspace has the new organization tools switched on. Where they are off, everything works as it did before.
Still stuck? Open a support ticket and we'll help you out - tracked right inside Navalo.