View or create an invoice from the scheduler

Invoice display requires Invoice Manager. It connects the booked work to invoice status; it does not send an invoice to a customer.

Display and open an existing invoice

1. Click Invoice in the scheduler header, or choose Invoice from Options on a narrow screen.
2. In the detailed single-week booking, click the invoice status label to open that invoice in another tab. If several invoices are shown, choose the intended label.
3. Alternatively, right-click the booking and choose Open Invoice, whose subtitle is For This Week. This looks for an existing invoice for the contract and clicked week.

Create an invoice from chargeable work

1. In Invoice display, find the detailed booking's chargeable No invoice label and click it.
2. In Create an invoice, check the displayed Monday-to-Sunday week and contract. The action covers all chargeable scheduled work for that contract in that week, not only the clicked resource/day.
3. Read the reuse information: an existing editable invoice can be reused rather than creating a duplicate.
4. Click Create invoice to submit. On success, the returned invoice opens in another tab.
5. Click Cancel or the cross to leave before submission. If saving fails, the dialog stays open with an error so you can retry.

Check why invoice creation is unavailable

1. In Invoice display, read the explicit status on the intended booking.
2. If it shows Checking invoice updates…, wait for that week’s data. Invoice status unavailable does not establish that an invoice is missing.
3. Distinguish Not chargeable from chargeable No invoice, and read excluded statuses rather than treating every grey outline as missing work.
4. Use the create steps above only for the available chargeable No invoice action.

Use invoice editing to review the opened invoice before confirming or sending it.

FAQ