Invoicing FAQ

Frequently asked questions about invoices

• How can I view the invoicing data for an entire engagement?
• How come I can't issue this invoice?
• How come I cannot edit this invoice?
• How come my invoice adjustments don't show up in my reports
• How come when I click 'Create Invoices' and run a query for projects nothing shows up?
• How do I add a time card or a cost card to my billable project?
• How do I create and issue invoices in batches?
• How do I credit a customer money back or change the amount of a cost or time card?
• How do I email my invoices?
• How do I print multiple invoices at once?
• How do I print or save many invoices at once?
• How should I apply a late fee to my customers?
• I need one consolidated invoice for my client, why did two invoices get created?
• Invoicing ongoing software, licensing, or support fees
• PDF cannot be included on invoice
• Receipt Scaling
• Why are my rates off by a penny?
• How to discount issued invoice and apply the credit to a later invoice
• Invoice cannot be issued. Time or cost WIP A/R items differ among engagements on invoice.
• Three oranges for a dollar
• Invoice Browser Triangle Warning Symbol
• Zero dollar time and cost cards
• Approved time and cost cards are not available for invoicing
• How to transfer prepayment
• How to model discounts
• Client does not pay invoice or underpays invoice
• How to clear deferred revenue on fixed price cost contracts
• What determines invoice currency
• Fixed Price Invoicing
• FX Rates and Invoices
• Hourly vs. Daily Billing
• My invoice has the wrong settings
• Prepayment Invoices
• Purchase Orders
• When to Use a Credit Memo