Getting Started
Prior to being able to invoice your plan, you must ensure it's set up correctly. Learn how here
How to generate an invoice for a plan
Similar to bookings, after a plan has been created within the system, it will populate within the billable plans tab to be invoiced. Learn how to create plans here.
Navigate to Billing
Select the Billable Plans tab
Scroll and find the plan you want to invoice
Click Invoice button
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
Press Create
