Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Accounting > Accounts Receivables > Express Billing

Summary

Within the page, you can view past invoices created with the express billing option.

...

Image Added

By selecting this logo, you will able to view the Invoicing profile which includes:

  • All invoice details & summary

  • You can also choose the following options

    • Save & Close

    • Print Invoice in PDF

    • Accounting entries

    • Create Email

Create

You can create an invoice directly from the express billing page by selecting:

  • Create

  • Select Team or Agent / Non-Agent + Next

  • A new express billing profile will be created, click on Add+ in the details section to include invoice element, description and quantity.

    Image Added

    Image Added

    Save & Close or Save and add a new one

Reports

In the reports section, select detailed to see a detailed list of the express billings

...

The invoice billing list can be displayed in 3 categories

  • Primary report

    Image Added
  • by project

    Image Added
  • by invoice item

    Image Added

You can adjust your filters and you can view each section individually.

To download this report, go to Actions > Download and select your report format (csv, html, email)

...

Tip

Completed!