Invoice Generation

Created by Lakshmi Bhavani, Modified on Tue, 25 Jul 2023 at 06:20 PM by Lakshmi Bhavani

You can configure this permission by following these steps:

1. Go to Settings, Role Permissions and Choose "Manage Invoices" and then select the roles to which you want to grant the configuration permissions.

2. After selecting the desired roles, click on "Save" to apply the configuration for managing invoices for those roles.

Members who are added to a specific project should be set up as billable in order to be paid.

The bill must be configured with a pay type, rate, and amount. As the project progresses, the bill calculates the amount based on the rate.

In the invoices tab, you can now generate invoices for the specific level to which you have access.

Edit Invoices

1. Click the edit button in the actions column corresponding to the row you need to edit.

2. Invoices edit popup displays

3. Enter the details you need edited.
4. Click on Save to edit the details.

5. Cancel to return.

Download Invoices

1. Select the client, manager, or employee filter you need to download.
2. Click on the download button.
3. The invoice list is downloaded in Excel format.