Compose an invoice

Select
Time & Billing
, then
Billing
.
Select one or more clients, then
Detail Bill
.
Select an invoice format and date.
Select
Invoice Properties
.
Select
Add to Invoice
.
To bill an amount against the client's total accumulated WIP, leave
Time and Expenses
selected and select
Next
.
You can select
Flat Amount
to add an adjustment entry or progress entry.
Select items to include on the invoice, then select
Next
.
Accept the number in the
Bill
field or change it as needed (the full amount of the selected items is shown by default).
You can also change the text in the
Project Description
. If you want to transfer over a balance, add an amount in the
Adjust
field. Otherwise, unbilled amounts are zeroed out.
Select
Finish
to view the composed invoice.
Edit and reformat any text shown with a blue background, as needed.
Select
Add to Invoice
if you want to add more time or expense items, adjustment entries, or progress entries.
note
You can
Add
adjustment and progress entries directly from the
Billable Entries
tab.
Select the
Preview
tab to view the invoice on screen.
Select
Save
. Your saved invoice will be available on the
Review Invoices
tab of the
Billing
screen.

Edit text and amounts

Edit amounts to redistribute the invoice total among billed items. Changing amounts on the
Compose
tab will change the corresponding amounts on the
Summary and Billable Entries
tab, and vice versa.
Delete any editable row. Select the row, and then select the
Delete Row
button.
Edit column headings. To turn on column headings, select the
Report Options
button in the toolbar and mark the
Enable Detail
checkbox.
To display these editable headings in an invoice format by default, select
Setup
Invoice Formats
and select
Edit
next to the invoice format. Select
Billing Information
and mark the
Entry Detail
checkbox.
Use standard text templates. To add saved text to an invoice, select the
Standard Text
button in the toolbar to open a list of your saved standard text templates, and select the one you want to use.
Mark or clear the
Enable Group Totals
checkbox. Select the
Report Options
button in the toolbar.

Format text

Make text bold
Italicize text
Underline text
Change text size
Change the font
Change the font color
Change text alignment
Undo the last change
Redo the last change
Rebuild compose data, which reverts all changes