Invoicing

Overview

Invoicing is the second step in the Autotask billing process. All billable items that have been approved and posted are ready for invoicing and will appear on the Invoicing / Items to Invoice page.

• You can generate one or multiple invoices for one or multiple customers at a time. Refer to Selecting items to invoice.
• The appearance of invoices for a particular organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. are determined by the invoice template that is used. This and other settings (parent-sub-organization billing, tax settings, billing address, invoice transmission method for external accounting options, and invoice emailing from Autotask) are configured on the Invoice Settings page for each customer. Refer to The Invoice settings tab and page.
• Another way to create an invoice is from a completed ticket. All unbilled labor and charge items will be posted, and an invoice is created using the invoice settings. Refer to Generating an invoice from a ticket.
• Once invoices are generated, they can be found on the Invoice History page and on the Invoices view of the Organization page. Here, they can be viewed, exported, emailed, and voided. Refer to Managing invoices from Invoice History.

Will you need to generate invoices?

You will need to generate invoices if you do one of the following:

• You want to send the Autotask invoice to your customers.
• You want to transfer your invoices to QuickBooks.
• You want to export your invoices to generic XML format.

All customers except those who use the Export Wizard to export billing data to .CSV or Sage XML will need to generate invoices in Autotask.

NOTE  Best Practice: Even customers who export billing transactions should occasionally process invoices in Autotask to clear the list of items to invoice.