Create an invoice for a selected week
Confirm the invoice week before using New. Creation uses its explicitly selected week.
Create or open an invoice
- In Invoice Manager, set the intended invoice week and select New. Check the Invoice week: date range at the top of the selection panel.
- Search or select the customer, then select the contract.
- When existing invoices are listed for that contract and week, compare their status and details.
- Select Open for an existing included invoice, or Include & Open for an excluded one that should return to processing.
- Use Raise New Invoice only when a separate invoice is intended. Check the opened record’s contract and invoice week.
If checking existing invoices fails, use Try Again in the panel or Close to leave it. Existing and excluded invoices are shown before creating another record. After an uncertain creation result, inspect these records before retrying.
For example, create North Yard's invoice for the week of the work even if entering it later. Historical creation does not require changing every calendar view.
Scheduler creation can include all chargeable resources for the contract's week and reuse an editable invoice. Review resources and charges.
Next, edit items or import charges.
FAQ
How do I create an invoice or open an existing one?
Check the explicitly selected invoice week and existing records first. Include & Open restores an excluded invoice; use Raise New Invoice only for a separate invoice. See create or open an invoice for the steps.