Billing (Invoices)

Creating Invoices

Billing
You can create Invoices from Opportunities Projects - fixed price or time & material Time+Expense Reports or manually. Invoice Price Billing ...
Mon, Oct 4, 2021 at 9:59 AM
Invoice Details
Invoice Header To create a manual invoice go to the tab Invoice and select New. Document Type You can organize your Invoices by Document Type - ...
Sun, Oct 6, 2019 at 9:27 PM
Invoice from Opportunity
Create an invoice from a Salesforce Opportunity by clicking on the Create Invoice button in the Opportunity going to the Invoices Tab - click New ...
Wed, Jun 10, 2015 at 2:23 PM
Invoice from Project
To create an invoice from a Project click the Create Invoice button in the Project. If you want to create an invoice for multiple projects, you would creat...
Wed, Apr 7, 2021 at 3:14 PM
Invoice from Time Expense Reports
Create an invoice from Time Expense Reports by clicking on the link Create Customer Invoice in the Time Expense Report going to the Invoi...
Wed, Jun 10, 2015 at 2:56 PM
Custom Invoice Layout
Accorto provides standard layouts for invoice layouts, including a summary format. Without code changes, you can customize what fields are printed via ...
Thu, Oct 26, 2023 at 11:13 AM
Invoice Payment
View Invoices for an account and record payments. Manual Recording From the Invoice Tab, select the invoice you want to mark as paid. Click on the Pa...
Tue, Apr 16, 2019 at 12:30 PM
Translating Invoices
You can use the standard Salesforce Translation options to create invoices with localized text. The user who prints the invoice determines the language ...
Mon, Aug 26, 2019 at 8:46 PM
Sending Invoices per Email
You can send invoices per email directly from the Invoice tab.  The invoice emails can be based on an email template (provided or own) and you can overwrite...
Fri, Oct 4, 2019 at 5:41 PM
Markup
Invoice Markups add a percentage to the service or expense.   Example: a designer purchases pictures (captured as expense) and invoices them with a margin....
Thu, Mar 25, 2021 at 2:46 PM