Invoicing

Overview

Use these guides to create invoice batches, resolve invoice issues, review generated invoices, and manage invoice-specific actions.

• Invoice Batches — create batches, generate bulk upload files, and resolve invalid charges.
• Turning Off Automatic Invoice Sending — stop a batch emailing its invoices when you finalise, and send them yourself instead.
• Commenting on Invoice Batches — leave internal notes on a batch to track delays and ownership.
• Unresolved Voided Charges — find the voided charges on a batch that still need to be re-invoiced.
• Tasks Missing Charges — fix billable Tasks with no charge attached before they are left out of a batch.
• Invoices — view invoices, void invoices, and manage invoice display details.
• Commenting on Invoices — leave internal notes on a single invoice.
• Syncing Invoice Comments to Xero — send those invoice comments to Xero as history notes.