Invoicing Process Using Operating

Written By Lauri Eurén

Last updated 10 months ago

Invoicing Process Using Operating

Use the Invoicing tab to manage your billing process across any invoicing frequency (monthly, bi-weekly, or custom). The goal is to ensure all due invoices in the current billing cycle are sent.

Invoice Categories

Operating groups invoices into two tabs:

  • To Be Invoiced
    Drafts, upcoming invoices, and those ready to be sent.

  • Sent Invoices
    Invoices that have been marked as sent (manual action).

Invoicing Workflow

  1. Ensure Projects Have an Invoicing Schedule
    Under “Projects without invoicing schedule”, define a billing cycle for each project:

    • Options include monthly, bi-weekly, or custom frequencies.

  2. Generate Invoices for the Current Cycle
    In “Projects to be invoiced in [Current Period]”:

    • The invoice will appear in “Invoices ready to be sent” when you’ve created the invoice.

  3. Send and Mark Invoices as Sent
    In “Invoices ready to be sent”:

    • Export the invoice as PDF (or via API).

    • Send it using your preferred finance tool or via email.

    • Then, mark it as sent to move it to the Sent Invoices tab.

Your Goal

Clear all invoices in the current invoicing period.
When “Projects to be invoiced in [Period]” is empty, you know all due invoices have been handled.