Skip to main content

Billing Invoices (Invoice)

Overview​

The Invoice feature in the Billing module helps you manage invoicing through a guided wizard and viewing invoice details. You can review invoice information, invoice items, totals, and timeline-related details directly on an invoice.

How to access​

  1. In the Compass sidebar, open Billings.
  2. In the Billing header navigation tabs, click Invoices.

Key features​

  • Use the Invoice Wizard Steps to create an invoice: Invoice Details → Invoice Items → Review → Complete.
  • View Invoice Details to see invoice information after it is created.
  • Review Invoice during the wizard flow.
  • Submit Invoice as part of the invoice flow.
  • Download Invoice from an invoice.
  • Mark the invoice as sent from an invoice.
  • Mark as paid by using Record Payment (title: Record Payment).
  • Cancel Invoice.
  • Delete Invoice.
  • Delete Invoice Item.
  • Bulk Delete invoices.

Field descriptions​

The Invoice feature includes the following fields and field groups:

  • Title: The invoice title.
  • Recipient: The recipient for the invoice.
  • Currency: The currency used on the invoice.
  • Due Date: The invoice due date.
  • Performance Period: The performance period for the invoice.
  • Start Date: The start date for the performance period.
  • End Date: The end date for the performance period.
  • Billing Mode: The billing mode used for the invoice (values: Actual Costs, Budgeted Amounts).
  • Related Project: The project related to the invoice.
  • VAT Applicable: Whether VAT applies.
  • VAT %: The VAT percentage.
  • Invoice Notes: Notes specific to the invoice.
  • Internal Notes: Internal notes for the invoice.
  • Invoice Item: An item on the invoice.
  • Related Budget: A related budget used on the invoice.
  • Select Budget: The selected budget for invoice context.
  • Timesheets: Timesheet-based billing information (when applicable).
  • Timesheet: Desk Time: Desk time timesheet entry type (when applicable).
  • Timesheet: Travel Time: Travel time timesheet entry type (when applicable).
  • Trips: Trip-based billing information (when applicable).
  • Trip: Business Travel: Business travel trip type (when applicable).
  • Expenses: Expense-based billing information (when applicable).
  • Office Supplies: Expense category (when applicable).
  • IT Infrastructure: Expense category (when applicable).
  • Other Expenses: Expense category (when applicable).
  • Totals: The invoice totals.
  • Invoice Phases: Phase information for the invoice.
  • Timeline: Timeline information shown on the invoice.
  • Past Invoices: Past invoices related to the invoice.
  • Past Invoice: A single past invoice entry.
  • Payment History: Payment history for the invoice.
  • Record Payment: Payment recording details.
  • Amount Paid: The amount paid when recording a payment.
  • EReduced Payment Reason: The reason for a reduced payment (when applicable in Record Payment).
  • Debt Relief: A reduced payment reason value.
  • Exchange Rate Loss: A reduced payment reason value.
  • Project Expense: A reduced payment reason value.
  • Partial Payment: A payment type value.
  • Full: A payment type value.
  • Partial: A payment type value.
  • EInvoice Status: The e-invoice status field.
  • Invoice Template: The invoice template associated with the invoice.
  • Template File: The template file field associated with templates.