Billing worksheets > Create invoices [in-depth guide]

This step shows all worksheets that have been approved & are ready to be turned into client invoices. Select the worksheets to complete and create invoices automatically formatted according to your specifications. If you have several billing worksheets grouped underneath a master worksheet, the master worksheet will not show up in this step until all linked billing worksheets are approved.

1. From the Billing worksheet listing screen, press the Create invoice from worksheets button.

2. This will open a new screen where you select from a list of Approved worksheets.

3. Lastly, press the Generate invoice button to create invoices based on the setup of the client, project or campaign.