Appearance
Where each step happens
| Your task | Go to |
|---|---|
| Gather field records | Timesheets → Import |
| Check the week's work | Timesheets → Review |
| Check charges and prepare a draft | The right Billing page |
| Review and approve the invoice | Invoices → All invoices |
| Create the invoice files | All invoices → Invoice package |
| Track delivery and signed returns | Invoices → Delivery & signatures |
| Get the figures for manual entry | All invoices → QuickBooks worksheet |
You can review a whole week first, then prepare invoices. You do not have to finish one invoice at a time as you check timesheets.
A collection can hold several weeks. A week can produce several invoices. The weekly review view does not decide invoice groups.
Storm work has an extra step: signed weekly support may be needed before you can prepare the final bill.