Skip to main content

Billing Invoice

Overview​

The Billing invoice feature lets you manage invoicing in Compass by creating and reviewing an invoice through the Invoice Wizard Steps (Invoice Details → Invoice Items → Review → Complete). You can also view invoice details, record payments, download an invoice, and manage invoice items and templates.

How to access​

In your Compass workspace sidebar, go to Billings and select Invoices.

Key features​

  • Create New Invoice using the invoice wizard steps: Invoice Details, Invoice Items, Review, and Complete.
  • View Invoice Details for an invoice, including Invoice Phases, Timeline, Payment History, Totals, and Related Project.
  • Review Invoice and Submit Invoice during the wizard.
  • Save Invoice Items and Delete Invoice Item while working with invoice items.
  • Record Payment, including Mark as paid with Full or Partial / Partial Payment handling.
  • Download Invoice (also shown as Download invoice) and Mark the invoice as sent.
  • Cancel Invoice, Delete Invoice, and Bulk Delete invoices.
  • Use Invoice Templates (including Delete Template) and Custom Fields (capability-gated features).

Field descriptions​

  • Title: The invoice title.
  • Recipient: The recipient for the invoice.
  • Currency: The currency used for the invoice.
  • Due Date: The due date for the invoice.
  • Performance Period: The invoice performance period.
  • Start Date: The start date for the performance period.
  • End Date: The end date for the performance period.
  • VAT Applicable: Indicates whether VAT applies.
  • VAT %: The VAT percentage.
  • Billing Mode: The billing mode, including Actual Costs or Budgeted Amounts.
  • Related Project: Projects related to the invoice.
  • Past Invoices: Past invoices related to the invoice.
  • Past Invoice: A past invoice entry.
  • Invoice Notes: Invoice-specific notes.
  • Invoice Item: An item on the invoice.
  • Timesheets: Timesheet-based invoice items.
  • Timesheet: Desk Time: Desk time timesheet entry type.
  • Timesheet: Travel Time: Travel time timesheet entry type.
  • Trips: Trip-based invoice items.
  • Trip: Business Travel: Business travel trip item type.
  • Trip Expenses: Trip expense item type.
  • Expenses: Expense-based invoice items.
  • Other Expenses: Other expense item type.
  • Office Supplies: Office supplies expense type.
  • IT Infrastructure: IT infrastructure expense type.
  • Project Expense: Project expense item type.
  • Expense: Expense item type.
  • Budget: Budget-based invoice items.
  • Budgeted Amount: A budgeted amount value.
  • Select Budget: Select a budget for the invoice.
  • Related Budget: A budget item used on the invoice.
  • Totals: Invoice totals.
  • Amount Paid: The amount paid when you record payment.
  • EReduced Payment Reason: The reason for reduced payment.
  • Debt Relief: A reduced payment reason value.
  • Exchange Rate Loss: A reduced payment reason value.
  • EInvoice Status: The e-invoice status field.
  • Invoice Template: The template used for the invoice.
  • Template File: The file associated with an invoice template.
  • Internal Notes: Internal notes related to the invoice.
  • Invoice Phases: The invoice phases shown for the invoice.
  • Timeline: The invoice timeline.
  • Payment History: The payment history for the invoice.