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Step 2: Select which records to bill.
Step 3: (optional) Add records to an existing invoice or, if it is a new invoice, leave this blank
This is especially useful if you need to add in more records to existing invoices.
Step 4: Create the invoice by selecting one of the options at the bottom of the page depending on whether you have more Invoicing to do.
Once an invoice is created, it will appear in the Invoice Register for further action.
Selecting the Invoice number will take you into the invoice where you have options to approve, confirm and delete the invoice.
You can also edit the invoice here and change invoice details. Please be aware that changes made directly on an invoice do not flow back into the original registers e.g. It won’t update the original time record.
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Approve Invoice
This indicates that the invoice is ready to be sent to a client. All the entries must be checked for grammatical and spelling errors before this point.
Confirm Invoice
This indicates that the invoice is ready to be linked to your accounting system and will send the invoice to it. The invoice should be client ready at the point of confirmation.
Delete Invoice
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To delete an Invoice:
Go to the Invoice Register and choose your invoice record.
Click on the Invoice Number to open the invoice
Select the red 'Delete Invoice' button
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Read the warning - If the Invoice has been posted to the external accounting system then you need to delete it from there as well. Once read and actioned, you can press the delete button.
IMPORTANT: There is a checkbox on this screen that is ticked by default. this allows the records that were billed on this invoice to be rebilled after this invoice has been deleted.
If you untick this checkbox, these records will no longer be available to bill.
Records that were created on a blank invoice (not within the Time, Fixed Fee, Disbursement or Recovery sections of the OWL) will not be available to bill.
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If necessary (I.e. if your invoice was posted before deletion), go into your external accounting system and delete the invoice there as well.
There is often a search system to be able to find transactions by their reference number or amount in accounting systems.