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:
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Ensure you have the Owner role for the client entity or the equivalent privileges.
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From the Cloud menu, select Billing.
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Select New.
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Enter a client in the Client field.
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From the Type drop-down menu, choose Final.
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Select Proceed.
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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.
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(Optional) Choose a template from the Invoice Template drop-down menu.
For more information about invoice templates, see Create invoice templates .
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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.