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Creating Invoices

Learn how to create invoices in Compass using the multi-step invoice wizard.

Overview​

The Billing module allows you to create invoices for services rendered. Clicking Create New Invoice from the module header navigates to a dedicated full-page wizard with its own layout and header.

The Invoice Wizard​

The invoice creation process uses a 4-step wizard:

Step 1: Invoice Details​

The first step contains a collapsible Invoice Details panel with the following sections:

SectionFields / Description
Base InformationInvoice Template, Recipient (stakeholder), Currency, Due Date
VATTax applicability and percentage (auto-populated from recipient)
Related ProjectsSelect one or more projects to link to this invoice
Performance PeriodService start and end dates
Billing ModeSelect Actual Costs or Budgeted Amounts. Choose which billing item types to include (Timesheets, Trip Expenses, Other Expenses, Budget)
Past InvoicesView previously created invoices for the selected projects
NotesInternal notes (not visible to recipient)
Invoice NotesNotes that appear on the invoice document

A Preview Invoice sidebar appears on the right during this step, showing a live summary of the billing configuration.

Click Next Step to create a draft invoice and proceed.

Step 2: Invoice Items​

Review and modify the individual line items:

  1. Items are auto-populated based on your billing mode and linked project data.
  2. Edit descriptions, quantities, or unit prices as needed.
  3. Add new manual line items if required.

Step 3: Review​

Review the complete invoice before final submission:

  • View a summary of all invoice details and line items.
  • Click Back to return to the previous step for corrections.
  • Click Submit Invoice to finalize and create the invoice.

Step 4: Complete​

After submission, a confirmation screen appears with two action cards:

  • Download Invoice — A dropdown button offering Save as PDF or Save as XLSX
  • Mark the invoice as sent — Click to update the invoice status from Draft to Sent

Single Invoice View​

Clicking on any invoice from the Invoices list opens the Single Invoice page with its own layout.

The single invoice header displays:

  • Breadcrumbs — Navigation path back to the Invoices list
  • Back Button — Return to the previous page
  • Invoice Number — Displayed as the page title
  • Details — Invoice ID, creation date, and created-by user (with avatar)
  • Invoice Phases — A visual timeline showing Draft → Sent → Paid progression with dates

Action Buttons (permission-gated):

ButtonDescription
DownloadDownload the invoice document
SentMark the invoice as sent
PaidRecord a payment (appears when status is Created or Partially Paid)
CancelCancel the invoice
DeletePermanently delete the invoice (requires delete permission)

Body​

The invoice detail form displays:

  • Base Information — Template, Recipient, Currency, Due Date
  • Related Projects — Linked projects
  • Performance Period — Start and end dates
  • Billing Mode — Actual Costs or Budgeted Amounts with billing item types
  • Notes — Internal notes
  • Invoice Notes — Public notes on the invoice
  • Totals — Sub Total, Tax Amount, Grand Total
  • Invoice Items — Line-item details in a separate section

When clicking the Paid button, a modal opens with:

FieldDescription
Amount PaidRequired. The amount received.
Reason for Reduced PaymentAppears if the amount is less than the grand total. Select from predefined reasons.
Debt Relief TypeAppears if the reason is "Debt Relief". Select from available debt relief types.
Debt Relief DescriptionText description for debt relief (required when Debt Relief Type is selected).

The system determines Full or Partial payment type based on whether the amount equals or is less than the grand total.

Invoice Statuses​

StatusMeaning
DraftBeing prepared, not yet sent
SentMarked as sent to recipient
PaidPayment received (full or partial)
CancelledInvoice cancelled
DisputedInvoice is under dispute
ClosedInvoice closed