Bill a client

Only clients with complete billing config (cycle + email + Xero contact) are selectable. Clients missing config show why; click into their settings to fill the gaps.

No clients match.

Send the authorised invoices to … via SES. Subject + body are pre-filled from the client's defaults (D2) — tweak per-send if needed. Timesheet PDF + invoice PDF attachments will be wired once K52/K54 ship; this step ships the SES surface so the rest is plug-in.

Finalize will POST the drafts to Xero as AUTHORISED invoices, 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's authorised in Xero yet.

Composing drafts…

No invoiceable entries — go back and adjust selection.

Review the entries that will roll up into the invoice for … over …. Inline edits save immediately (admin back-fill, locked-row guard still applies). Setting hours to 0 will REMOVE the entry from the invoice; the row turns red as a warning.

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.

Billing for …. The suggested period is derived from the client's billing cycle + period start. Choose a past period if you're back-filling.