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.
Navigate to Billing on the sidebar
Select the Billable Plans tab
Select the desired Plan
Click the 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
