Client Billing Module

Client Billing Module

To create an invoice:

  1. Add fee instructions by navigating to “Fee Instructions”
  2. Set up “Client Billing Settings”
    1. If the workers are not added to the invoice run, make sure to add them by clicking “Add Worker” under “Recurring Invoice Run” (Please refer to Client Billing Settings for more information)
📖Client Billing Settings📖Manage fee instructions📖Invoices📖Global Invoice Report📖Client rate cards📖Worker rate cards📖Manage invoice runs📖Generate invoices📖Xero Integration📖Off Cycle Fee Consents