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 labour 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 on 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 dropdown 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
