Bill a client

Only clients with complete billing config (cycle + email, plus a Xero contact where the client bills through the primary Xero organisation) are selectable. Clients missing config show why; click into their settings to fill the gaps.

Send the authorised invoices for … via SES — one email per engagement. Each email pre-fills from its engagement's billing-email template (falling back to the client's legacy default, then the system default) and its recipient choice; tweak any card before sending. Each email attaches its own invoice + timesheet PDFs.

Finalise will create the invoices in the client's accounting system as drafts — approving them is the separate step below — then stamp every contributing entry with billedInvoiceId + lockedAt. Drafts you reviewed in step 5 are recomposed at click time so any last-minute edits flow through. There's no undo — only step forward to step 7 (Send) or back to step 5 to tweak.

Draft invoices for … over …. One draft per (resource × PO-segment) — each PO change inside the period gets its own line group. Drafts are regenerated every time you land on this step, so it's safe to back-button and tweak entries; nothing is raised in the accounting system yet.

Composing drafts…

No invoiceable entries — go back and adjust selection.

The entries behind the invoice for … over …. Read-only here — submitted hours are what the resource attested, and the same rows pay them. To change one: open that resource's Timesheets tab (Admin → Users → the resource), withdraw the period, edit, resubmit — then Reload entries below. A row already invoiced or paid needs the invoice un-billed or the pay run reverted first.

No entries to review for the selected engagements.

Billing for … over …. Tick the resources to include. Engagements with timesheets supplied via client RCTI are listed but greyed out — those bill through the payroll wizard.

No resources have entries against this client in this period.

Select every includable resource on this page

Billing for …. Each engagement resolves its own period — a bound billing calendar offers its cycle's periods; ad-hoc engagements bill up to a date you choose.