Create an Invoice
Invoices are the actual bills for your customers. They can be created from the Invoices Hub, or from Billing Records listed in the Billing Records Hub. This tutorial explains how to create an Invoice directly from the Invoices Hub.
Note
Billing Records can only be assigned to one Invoice. Once assigned, a Billing Record will no longer be available for invoicing and can only be found when filtering for Invoiced Billing Records.
Prerequisites
- Owner
- Project
- Billing Contract
- Available Billing Records
Please Note
-
Operation Codes, Billing Strategies, Terms, Currencies, and Tax Schedules must already be configured.
-
Billing Contracts can be used along with external accounting software.
For assistance managing these billing presets or setting up external Billing, please contact Datex.
Step 1. Open the Invoices Hub
1. Click the Billing int the left navigation menu, then select Invoices.
The Invoices Hub will display.
Step 2. Create a New Invoice
1. Click + New Invoice in the top menu.
In the Invoice Creation form, the required Type defaults to Invoice.
The Lookup, when left blank, will be generated upon saving.
Step 3. Enter Basic Information
1. Select a required Owner and Project for the new invoice.
2. Select the required Invoice Terms, which will automatically populate the Due Date for the invoice.
The screen will update to display the new Invoice for further data entry.
3. In the Details section, enter any optional information for the invoice.
4. In the Notes section, enter any optional Notes for the invoice.
Step 4. Add Invoice Lines
1. Click the green + Add Row button in the Invoice Lines tab at the bottom of the invoice.
2. Select a required Billing Code for the Invoice Line.
3. Enter the required Amount associated with the amount of work done.
4. Enter a Rate for the work. This number will be multiplied by the Amount.
5. Enter any optional Notes or a Description for the Invoice Line.
6. Click the green check mark in the right column of the new Invoice Line to save it.
7. Repeat steps 1 - 6 to continue adding as many Invoice Lines as needed.
Note
Invoice Lines are rounded according to the long-used standard for financial applications, commonly referred to as "Bankers' Rounding."
Step 5. (Optional) Export the Invoice
1. Export to accounting software, if applicable.
Important
Once Exported, you can no longer Edit the Invoice, or reassign any of its associated Billing Records.
| Last Updated: |
| 06/06/2025 |
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