Express Billing

Owned by Jessica Legault
Last updated: May 17, 2021 by Marianne Desrosiers (Unlicensed)
2 min read

Accounting > Accounts Receivables > Express Billing

Summary

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

 

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.

     

    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

  • by project

  • by invoice item

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)

 

Completed!

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