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, Jul 16, 2018 at 2:30 PM
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 Docu...
Wed, Jun 10, 2015 at 2:18 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 cre...
Wed, Jun 10, 2015 at 2:47 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, Mar 15, 2018 at 8:23 PM