Skip to main content
By the end you will have created an invoice from approved WIP and moved it toward sent/paid. Who: Org Admin for create/send/void/paid actions (Finance can see WIP/Invoices in the UI)
Where: WIP → /billing/wip · Invoices → /billing/invoices WIP selection flowing into an invoice detail with status actions

​
Invoice statuses

​
Steps

1

Open Work in Progress

Under Billing, open WIP. Filter by client, project, or weeks if needed.
2

Select approved rows

Check the uninvoiced approved lines you want on the packet, then click Create Invoice.
3

Set period and rate

On Create invoice, set Period start/end and Default hourly rate, then Create invoice. You land on the invoice detail as draft.
4

Mark ready and send

Use Mark ready (ready), then Send (sent). You can also Send directly from draft.
5

Mark paid or void

When the client pays, Mark paid. To cancel a draft/ready/sent invoice, Void with a reason — lines return to WIP. Paid invoices use Issue credit note for adjustments.
Download Invoice PDF and Time detail PDF from the invoice detail (not available for void invoices).
List tabs on Invoices filter by Draft / Ready / Sent / Paid / Void.