Raise Invoice User Guide – Raise Invoice
From the left hand menu select “Raise Invoice”. The “Raise Invoice” is displayed. Press the “Raise a New Invoice” button (circled in red below).
The “Raise and Issue Invoice” screen is displayed. The screen is broken into 5 section:
- Section 1, project/client to be invoiced and invoice dates
- Section 2, billing details and invoice date
- Section 3, timesheet entries available to be invoiced
- Section 4, expenses available to be invoiced
- Section 5, sales available to be invoiced
Notes/comments to be added to the invoice to be sent to the client can be added at the bottom of the screen.
![](https://knowledge.zotabooks.co.uk/wp-content/uploads/2022/09/raise_invoice_2-1-1024x766.png)
![](https://knowledge.zotabooks.co.uk/wp-content/uploads/2022/09/raise_invoice_3-2-1024x757.png)
Steps to Raise an Invoice
Step 1, Select Project.
At the top of the screen select a client/project from the drop down box (outlined in red below).
![](https://knowledge.zotabooks.co.uk/wp-content/uploads/2022/09/raise_invoice_4-1024x755.png)
Step 2, Select Invoice Start and End Date
Below the project/client dropdown set the invoice start date and invoice end date (outlined in red below).
![](https://knowledge.zotabooks.co.uk/wp-content/uploads/2022/09/raise_invoice_5-1024x750.png)
Step 3, Set the Invoice Date
Below the bill to address set the Invoice Date (defaults to todays date).
![](https://knowledge.zotabooks.co.uk/wp-content/uploads/2022/09/raise_invoice_6-1024x768.png)
Step 4, Select Timesheet, Expenses and Sales to Invoice
The available timesheets, expenses and sales between the invoice start date and invoice end date is displayed.
![](https://knowledge.zotabooks.co.uk/wp-content/uploads/2022/09/raise_invoice_7-1024x914.png)
All items will be added to the invoice as default, to exclude items from the invoice select one of the following for each line to be excluded.
- Exclude, takes the item out of this invoice but leaves it available to be included in future invoices.
- Write off, takes the item out of this invoice and recognises the cost of the item to the business and stops the item being available for future invoices.
![](https://knowledge.zotabooks.co.uk/wp-content/uploads/2022/09/raise_invoice_8-1024x914.png)
Once all items to be excluded have been selected and the list of items to be included is finalised. Then press the “Raise & Issue Invoice” button at the top of the screen.
![](https://knowledge.zotabooks.co.uk/wp-content/uploads/2022/09/raise_invoice_9-1-1024x769.png)
Press the “Confirm” button on the confirmation screen.