Approve and invoice

Navigate to Approve and Invoice.

Click the Waiting to Invoice tab.

Select the item to invoice.

Choose either:

• individual tickets
• all tickets for a client

Use the split drop-down in the top right.

Select Generate Invoice.

Fill in the details and either:

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

To send an invoice, the client must have Billing Contacts set. If this isn’t set, you can add one from the invoice:

1. On the invoice, click the client’s name
2. From the Location table, click the three dots icon and then click Edit location.
3. In the Billing Contacts field, select an existing contact or add a new one.
4. Save and go back to your invoice to send it.