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Use the invoice assistant

Find customers with billable work, select ready order lines, and create invoice drafts efficiently.

Find billable work

  1. Open Invoice Assistant.

  2. Use Period and View.

  3. Use customer search and sorting.

  4. Select a customer.

Prepare the draft

  1. Review ready order lines.

  2. Select the lines to invoice.

  3. Review draft total.

  4. Select Create invoice.

Creating from the assistant opens the invoice form. Review the recipient, dates, delivery, and totals before saving or sending.

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