Client Billing Module

To create an invoice:

1. Set up “Client Billing Settings” (Please refer to Client Billing Settings for more information)
1. If the workers are not added to the invoice run, make sure to add them by clicking “Add Worker” under “Recurring Invoice Run”
2. Set up “Client Rate Cards” and “Worker Rate Cards” (Please refer to 📖Client rate cards and 📖Worker rate cards for more information)
3. Add fee instructions by navigating to “Fee Instructions” (Please refer to 📖Manage fee instructions for more information)
4. Import fee instructions and payroll reports to the invoice run (Please refer to 📖Manage invoice runs for more information)
5. Approve and publish invoice (Please refer to 📖Manage invoice runs for more information)
6. See published invoices (Please refer tp 📖Invoices for more information)