Traffio

Once the booking is marked as Completed, Finalised, or Late Cancellation, it will be moved to Traffio's billable bookings section. From there, you can use the booking data to generate an invoice for your clients.

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Navigate to Billing on the sidebar

Select the Billable Bookings tab (by default, bookings with the statuses Completed, Finalised or Late Cancelled will be listed here for invoicing)

Click +New Invoice on the desired booking

A breakdown of the booking's resources and invoice items will be created. You can see the rate schedule being used and how it's applied. You can also edit, rearrange, delete, or add line items.

Edit invoice as desired (can only be edited until it's put into finalised)

Click Finalised (once happy invoice is done)

Push invoice it into your accounting system or email it to your client from Traffio

1. Navigate to Billing on the sidebar 
2. Select the Billable Bookings tab (by default, bookings with the statuses Completed, Finalised or Late Cancelled will be listed here for invoicing)
3. Click +New Invoice on the desired booking
 
 
 
4. A breakdown of the booking's resources and invoice items will be created. You can see the rate schedule being used and how it's applied. You can also edit, rearrange, delete, or add line items.
5. Click Create 
6. Edit invoice as desired (can only be edited until it's put into finalised)
7. Click Needs Approval
8. Click Finalised (once happy invoice is done)
 
 
 
9. Push invoice it into your accounting system or email it to your client from Traffio

Once an invoice has been created, they can be found within the Invoices tab.

The Quick Set feature allows you to quickly assign many bookings to an invoice – very convenient if you want to generate a weekly or monthly invoice for a client.

Select the Date Range for desired bookings &amp; tasks

Select if you only want to use bookings from the same project

Select if you want to include regular bookings and/or hire bookings

Finish creating invoice as per previous steps

1. Navigate to Billing on the sidebar 
2. Select the Billable Bookings tab (by default, bookings with the statuses Completed, Finalised or Late Cancelled will be listed here for invoicing)
3. Click +New Invoice on the desired booking
4. Click 'Quick Set'
5. Select the Date Range for desired bookings &amp; tasks 
6. Select if you only want to use bookings from the same project
7. Select if you want to include regular bookings and/or hire bookings
8. Click Apply
9. Click Create 
10. Finish creating invoice as per previous steps

How To Create An Invoice

Quick Set Feature

How To Use Quick Set Feature: