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Billing Invoices

Overview​

The Invoices feature in the Billing module lets you manage invoicing in Compass. You use it to work with invoices, including viewing invoice details and using invoice-related actions such as Bulk Delete.

How to access​

In your Compass workspace sidebar, go to Billings and select the Invoices tab in the Billing header navigation.

Key features​

  • Invoices list with the following table columns: Actions, ID, Created Date, Recipient, Performance Period Start, Performance Period End, Due Date, Sub Total, Tax Amount, Grand Total, Status.
  • View Invoice Details for an invoice.
  • Invoice wizard steps: Invoice Details → Invoice Items → Review → Complete.
  • User action: Bulk Delete for invoices.
  • Download Invoice (PDF/XLSX).
  • Submit Invoice.
  • Mark the invoice as sent.
  • Mark as paid, including Record Payment (title: Record Payment).
  • Cancel Invoice.
  • Delete Invoice.
  • Delete Invoice Item.
  • Review Invoice.
  • Save Invoice Items.
  • Payment History.
  • Invoice Phases and Timeline.

Field descriptions​

The Invoices feature includes the following fields and field groups:

  • Invoice Details step contains exactly 8 sections: Base Information, VAT, Related Project, Performance Period, Billing Mode, Past Invoices, Notes, Invoice Notes.
  • Title: The invoice title.
  • Recipient: The recipient for the invoice.
  • Currency: The currency used for the invoice.
  • Due Date: The invoice due date.
  • Performance Period: The invoice performance period.
    • Start Date: The start date of the performance period.
    • End Date: The end date of the performance period.
  • VAT Applicable: Indicates whether VAT applies.
  • VAT %: The VAT percentage.
  • Billing Mode: The billing mode for the invoice (includes values such as Actual Costs and Budgeted Amounts).
  • Related Project: The project related to the invoice.
  • Invoice Item: An item on the invoice.
    • Timesheets: Timesheet-based invoice items (includes Timesheet: Desk Time and Timesheet: Travel Time).
    • Trips: Trip-based invoice items (includes Trip: Business Travel and Trip Expenses).
    • Expenses: Expense-based invoice items (includes Office Supplies and IT Infrastructure).
    • Other Expenses: Other expense items.
    • Budget / Budgeted Amount: Budget-based invoice items.
    • Related Budget: The related budget item.
    • Select Budget: The selected budget.
  • Totals: Invoice totals.
    • Sub Total: The subtotal amount.
    • Tax Amount: The tax amount.
    • Grand Total: The grand total amount.
  • Invoice Notes: Notes specific to the invoice.
  • Internal Notes: Internal notes for the invoice.
  • Past Invoices / Past Invoice: Past invoice information.
  • Payment History: Payment history information.
    • Amount Paid: The amount paid.
    • EReduced Payment Reason: The reason for reduced payment.
    • Debt Relief: A reduced payment reason value.
    • Exchange Rate Loss: A reduced payment reason value.
    • Partial Payment / Partially Paid / Partial: Partial payment values.
    • Full: Full payment value.
  • EInvoice Status: The e-invoice status field.
  • Invoice Template: The invoice template associated with the invoice.