17.3.4. Billing

The billing interface allows users to create invoices from Timesheet and Expenses items that are created within OfficeClip.

To start the billing wizard:

  1. Click on the CRM (or HRM) from the left menu and then click on the Invoices application.

  2. Click on Billing from the top menu within the Invoices application.

  1. From the General Settings select the Accounts, Type (i.e. applications), Users and Invoice period and click Next.

  2. Select the option to show appropriate items to create invoices and click on Next.

  1. Finally, select the type of invoice from the format that you want to create and click Finish.