You can view the existing invoices and create new invoices for all your projects, service contracts, subscriptions, and service calls from the "Billing > Invoices" page.
On the Invoices page, invoices are listed by status in both the Kanban and List views. Invoice status will update automatically when you use D-Tools Payments. Any manual changes you make to the invoice status in the Project Details and Contract Details will be reflected on this page.
At the top of the page, you will see filters to filter the invoices:
By account, project, contract, calls subscription, salesperson, and status.
By the billing, due, and paid dates. These filters can filter invoices by month, quarter, year, or a custom date range.
By whether the project estimates have been pushed to QuickBooks Online or Xero.
You can also download invoices by clicking the "Download" icon in the top-left corner.
Click the "List" icon in the top-left corner to view invoices in a tabular format. The invoices will show the invoice number, account details, dates, convenience fee, transaction fee, total amount, status, and a QuickBooks Online or Xero invoice number when accounting integration is enabled.
You can sort invoices by invoice number, account name, date, or total amount.
To create an invoice:
1/ Click "New invoice" at the top-right corner. You will see a modal to select the milestone.
2/ Select if the invoice is for a project, contract, or subscription.
3/ Expand the row for the project, contract, or subscription.
4/ Select one or more payment milestones, and click "Next."
You will see the invoice creation workflow with the selected milestones. From here on, you will need to follow the standard process to create the invoice.
Check out these articles for more details.
You can archive an invoice if you don't need it by selecting it, clicking "Action on selected," and then selecting "Archive invoice."
Cloud will archive the invoice, and you can see it using the "Include" filter at the top.