Create a final invoice
This feature is only available with CaseWareCloud Time, part of the CaseWare Cloud suite.
After completing an engagement, you can create a final invoice directly from Cloud. Using the Billing app you can download the invoice in PDF format, or send it directly by email.
To create a final invoice:
Ensure you have the Owner role for the client entity or the equivalent privileges.
From the Cloud menu, select Billing.
Enter a client in the Client field.
From the Type drop-down menu, choose Final.
Enter the appropriate information in the Information, Transactions, Amount, Write Up/Down Allocation, and General Ledger steps.
(Optional) Choose a template from the Invoice Template drop-down menu.
For more information about invoice templates, see Create invoice templates .
Select Finalize to create a finalized copy of your invoice.
You have created a final invoice. The invoice is displayed on the Invoices tab of the Billing app.
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