Approve and invoice

Documentation Index

Fetch the complete documentation index at: https://help.gorelo.io/llms.txt

Use this file to discover all available pages before exploring further.

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Time entries and products

• Approve
• Invoice

1

Navigate to Approve and Invoice

You will land on the ‘Waiting to Approve’ tab and will see everything that requires approval before flowing through to the contract or onto an invoice.

2

Edit the time entry or product

After that, click Approve when you’re happy with everything on the ticket.

Tips!

• The Contract column will show (N/A) if it’s not associated with a contract and is just using default labor rates
• The Work Type will show in red if the time entry is outside of your configured Business Hours
• You can partially bill for time and products on Unclosed tickets by toggling on ‘Show Unclosed’ up the top-right of the Waiting to Approve screen.

1

Navigate to Approve and Invoice.

2

Click the Waiting to Invoice tab.

You will see everything that has been approved and is waiting to be added to an invoice.

3

Select the item to invoice.

Choose either:

• individual tickets
• all tickets for a client

4

Use the split drop-down in the top right.

Use it to:

• Generate Invoice: this will create a new invoice with the selected ticket time/products.
• Add to Invoice: this will allow you to select an existing invoice and add the selected ticket time/products.
• Write off: this will write off the ticket time/products and no invoice will be generated.

5

Select Generate Invoice.

• Fill in the details.
• Click Save to generate a draft invoice.
• OR toggle Approve and Send if you’d like to create an approved invoice and send to the selected contact.