RAVE allows you to create a Client Invoice from a Bill, or Bills - details how, are noted below.
How to Create a Client Invoice from Multiple Bills
To Create a Client Invoice from the 'Bills' sub-tab:
- Firstly go to the project's Bills sub-tab
- Select the Bills you want to convert to a Client Invoice by clicking the checkboxes to the left of each bill line.
You will notice a Create Client Invoice/Credit Note modal will pop-up displaying
- The number of bills selected
- A 'Create Client Invoice/Credit Note' button
Once all of the desired bills have been selected, click the pop-up's 'Create Client Invoice/Credit Note' button
This will open the Add an Invoice screen, which sits in the Invoices Out sub-tab, where you can populate the invoice fields, upload any required files, add any instructions, and amend/add any line items.
- Once you have made all required changes, you can either click on SAVE AS DRAFT button (to save for later), or click the APPROVE button to create the client invoice, notify accounts, and push a draft to Xero - if you have Xero connected.
You will then be returned to your Invoices Out sub-tab, with your newly created Client Invoice listed.
- Clicking on the Client Invoice number will open the invoice, displaying all the invoice details - also listing each bill that made up this invoice, under the 'Associations' header.
