This article applies to agency company admins, case workers and accountants Invoices
Step 1: Click on the + Invoices to add a new invoice
Step 2: Fill out the form with the Service Items and Expenses that you need payment for
Note: If you do not have Service Items to choose from in the dropdown, please refer to Set up Service Item Fees and Tax Rates
Step 3: Click the green + on the right to add the item to your invoice
Note: If you need to reimburse an employee for expenses you are able to select from the Payable To dropdown
Step 4: Once expense items are added, you are able to select Create Invoice or Create & Submit to generate the invoice
Step 6: When the invoice is generated you will see the Printer and your printing options
Step 7: Clicking on the Gear will give you additional action options
- View/Edit Invoice - will allow you to make changes to the existing invoice
- Add Expenses - will allow you to add expenses to the invoice
- Delete Invoice - will delete the invoice
- Apply payment - will allow you to apply a payment to the invoice
- Mark as Sent - will send the invoice to the client/forwarder
- Mark as Submitted - will also send the invoice to the client/forwarder
Step 8: Once the invoice has been sent to the client/forwarder, you will see that the Status changes to Sent - Unpaid and the Approval Date changes to Submitted
Note: You will also see the due date depending on when the invoice is submitted
More additional actions once the invoice is submitted
- View / Edit / Adjust Invoice - will allow you to make changes
- Add Expense - will allow you to add an expense after the invoice has already been submitted
- Void - will void the invoice
- Apply Payment - will allow you to apply a payment from the client/forwarder
- Mark as Unsent - will allow you to pull back the invoice from the client/forwarder
Note: Under the Items column, you may see a cart icon which indicates that a Service Item was added to the invoice or dollar icon which indicates that an Expense was added to the invoice.