Billing
Generate client invoices from billed timesheet entries, or audit what's already been raised.
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The wizard walks you through client → period → resources → entries → invoice draft → finalize → send. Drafts are created in the client's accounting system and only approved at the separate approve step.
Clients with billable activity
Every client with an active engagement, showing billed vs unbilled timesheet hours over the last three calendar months (current month included), most unbilled first. Expand a client for the per-period breakdown: "Bill this period" jumps into the wizard with the client and period pre-filled. Client-supplied RCTI engagements are excluded — they pay through the payroll wizard.
No clients with active engagements yet.
Recent invoices
Most recent client invoices generated through the wizard. Each links to the invoice in the accounting system that raised it. Invoices created directly in Xero or Zoho aren't listed here — only ones we raised through the wizard.
No invoices have been raised through the wizard yet. Use "Bill a client" above to start.
Past billing runs
Every billing run, newest first, across all clients. A run that is approved opens on the send step; one still carrying a draft opens on finalise, which is where approving happens.
No billing runs yet.