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Billing Plans

This article goes over how to generate an invoice for a plan

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Written by Traffio
Updated over a week ago

How to Generate an Invoice for a Plan

Similar to bookings, once a plan is created within the system, it will appear in the Billable Plans tab ready to be invoiced.

  1. Navigate to Billing on the sidebar

  2. Select the Billable Plans tab

  3. Select the desired Plan

  4. Click the Invoice button

  5. This will open up a pop-out breaking down of the chargers as well as the Basic details including the Client, Project and Plan followed by the Rate schedule and cost centre used to generate the cost

  6. Press Create

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