How do I create invoices?

Modified on Thu, 16 Feb, 2023 at 12:45 PM

From the Navigation Panel, under Public Zones, select Projects.
All existing projects created for your company will be shown. You can search for a specific project in the Search Projects field, or you can choose to filter certain types of projects by clicking on the appropriate Attributes button. You can also scroll through the list of clients and select the appropriate client.
Select the card for the project you wish to update.
In the centre of the screen, you will see various tab headings allowing you to choose an action for your chosen Project.
Select the Invoice tab.
Select Create Draft Invoice. The Create Draft Invoice modal is displayed.
Enter Invoice Number. It is prepopulated with a prefix (set within the Workspace Management module) but can be overwritten with your requirements.
Enter an Invoice Date. The default is today, however you can use the pop-up calendar to specify another date.
The Client field will be prepopulated with the Client card you have been editing.
Only Include Submissions up to Invoice Date - if this checkbox is not selected then all approved, non-invoiced, timesheet submissions to the current date will be included in the invoice. If you wish to limit the invoice to a given time period you must check this box so that only submissions up to the Invoice date will be used.
You can specify a due date to be included on the Invoice.
Confirm (or Cancel) your entry. Topsail will create an Invoice to your specifications which can be saved as a PDF or CSV file and emailed to your clients as needed.