Create a final invoice

Content in this topic requires CasewareCloud Time.

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:

  1. Ensure you have the Owner role for the client entity or the equivalent privileges.

  2. From the Cloud menu, select Billing.

  3. Select New.

  4. Enter a client in the Client field.

  5. From the Type drop-down menu, choose Final.

    The Create New Invoice dialog in the Billing app.

  6. Select Proceed.

  7. Enter the appropriate information in the Information, Transactions, Amount, Write Up/Down Allocation, and General Ledger steps.

    Note: Ensure you select the correct date in the Information step. Time entries dated after the date selected in this step are not displayed in the Transactions step.

  8. (Optional) Choose a template from the Invoice Template drop-down menu.

    For more information about invoice templates, see Create invoice templates .

    The Invoice Template drop down menu lists available templates that can be applied to invoices.

  9. Select Finalize to create a finalized copy of your invoice.

    The Finalize button creates a final invoice.

You have created a final invoice. The invoice is displayed on the Invoices tab of the Billing app.