This guide explains how to create an invoice in Firm360 by navigating through the "Clients" and "Billing" tabs to select the appropriate client and billing details.
Option 1:
- Open the Clients tab from the black ribbon on the left: Search for and select the client you wish to invoice.
- Click on the Billing tab.
- Select Go to Billing Dashboard to proceed.
Option 2:
- Go to the Billing tab on the ribbon on the left.
- Choose the desired Period Ending date.
- Search for and select the client you want to bill.
1. If needed you can select time entries and review the available options below otherwise all entries will by default appear on the invoice preview screen after clicking the invoice button.
- Carry Selected Items to Next Month
- Exclude Selected Items from Invoice
- Include Selected Items on Invoice
- Never Invoice Selected items
- Bulk Update Selected Items
- Create Progress Bill
- Reset All Changes
2. The same options are available for individual time entries on the right by selecting the dropdown gear. Additionally, you can adjust the amount and edit the item from these options.
- Adjust Amount
- Carry to Next Month
- Include on invoice
- Never Invoice
- Edit Item
Once you click the Invoice button, you can edit the invoice as needed:
Select/Deselect Entries: Choose which entries to include on the invoice, and close out the time entries you want to finalize.
Billable Toggle: Toggle the "Billable" option to "No" if you don’t want to include an entry on the invoice, but leave the time entry open for future use.
Edit Descriptions: You can modify the description for each entry, with a character limit of 5,000.
Combine Entries: You have the option to combine multiple entries into a single line item on the invoice.
Additional Options: Check the box to include a time breakdown page as a separate page on the invoice, and select the option to add a personal message.
Edit Fields: Wherever you see a pencil icon within a square, you can edit that field. Be sure to click the checkmark to save your changes.
Roll-up Line Items: You can group the line items by Category, Type, Project, or Line Item for better organization.
Then, select Submit to create the invoice. Alternatively, choose the dropdown next to the Submit button to choose Submit and Download (for quick printing) or Submit and Email
8. You can also choose to display your hourly rate on the Time Breakdown Page of the invoice. To enable this feature, navigate to your Settings in the black ribbon. Go to Billing/Invoicing and toggle on the option labeled "Show Invoice Hourly Rate on Time Breakdown" as shown below.
Additional Resource Links:
For instructions on generating invoices for a parent/child billing scenario, click here