Package Billing
Go to Invoice and click on the + New button.
Select the Billing Entity, Client, Date, and Payment Term. Enter the Invoice Number.
The packages are highlighted in light blue color.
Select the package, enter the Amount, Discount, and GST %.
Click on the Save button.
The invoice will be generated.
Note: All tasks under the selected package will be invoiced and will not appear in the unbilled tasks report.Related Articles
Billing Settings (Invoice, Receipt and Quotation Settings)
• Go to Settings and open Billing Settings. • Enable the toggle for 'Link invoices to receipts' (if you want to link invoices to receipts and maintain invoice status). • Enable the toggle for 'Enable item wise discount in invoice' if you want to show ...Create an Invoice
Go to Invoices, and Click on “+New” button. Search and click on the client’s name. Enter the date of invoice, invoice no., payment term and due date. Select the task(s) you are invoicing and click the Save button. Your invoice has been generated.Cancel or Reverse-cancel Invoice
Cancel Invoice Go to Invoices and open the invoice. Click on “Cancel Invoice” button and confirm it. Your Invoice will be cancelled. Reverse-cancel To reverse cancel, open a cancelled invoice. Click “Reverse-cancel” button to open the edit invoice. ...Link Invoices to Receipts (Invoice - Receipt Mapping)
• Go to Settings and open Billing Settings. • Enable the toggle for ‘Link invoices to receipts’. • Then, go to Receipts and click on the + New button. • Enter all details, including the client. • The invoice(s) will appear under the 'Settle invoices' ...Add or Modify the Billing Setting
Go to Settings, and Open “Billing Settings”. Place your Logo (Upload by ✎ button) Enter the company details (Name, GSTIN, contacts and address) Enable the GST option (if your firm is GST compliant). Enter Invoice Heading, Enable or disable auto ...