How Do I Create Invoices from Billing Schedules?

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After creating and attaching a billing schedule to a project, you can bill the client on the scheduled date for the scheduled amount. To do so:

 

  1. Click Billing on the navigation bar and then click the Billing Review tab.
  1. Select Project from the View By drop-down list and choose the project for which you have created a billing schedule in the From-To fields.
  2. Select the desired Period and date.
  3. Click Refresh.
  4. Billing Review displays the details of the attached billing schedule (based on its Reminder Date) provided you have recorded a time or expense entry in that billing period.
  5. Select the Bill check box for listed billing records to flag them for processing.
  6. Click Process to create invoices for selected invoices. The billing records disappear from Billing Review and appear as invoices in the Invoice Review screen.
  7. When you have finished, click Close.