How to manually create an invoice in THAREJA
STEP 1. Navigate to Invoices. If you’re an organisation owner billing a client, click on the Clients tab then the New invoice button. If you’re an employee/user billing your organisation, then go to the Members tab and click the New invoice button.
The Clients and Member tabs are only available if you are the organisation owner. If you are a User, these tabs will not be visible.
STEP 2. On the invoice header, you can:
- Select the client you want to bill
- Issue date
- Due date
- Invoice Number
- PO number
With our invoices, you have the option to manually add the line items by clicking on Add Item button or have them auto-populated by clicking on Generate Line Items button. In order to auto-populate the fields, follow the steps below:
STEP 1. While creating New Invoice, click on Generate Line Items.
STEP 2. Set your date range, member, project and line item format as required. You can also check the boxes to include non-billable time and expenses.
STEP 3. The invoice will be pre-filled with your team’s recorded data in the lines.
Once you’re done, click on Save as Draft, or Save and Send to send the invoice to your client.
Auto Invoicing for Clients
Automatic invoices to be sent to your clients can also be scheduled. To do this, follow the steps below:
STEP 1. Navigate to the Clients page from the navigation and open the detail page of the client you want to set the auto invoicing for.
STEP 2. Move to the Auto Invoicing section at the bottom of the page and click Custom. Then fill in the information required:
- Amount based on – bill clients based on the hourly bill or a fixed price every automatic interval.
- Frequency – select the intervals the invoice will be sent. Invoices can be sent monthly, weekly, and bi-weekly.
- Delay sending – add a specific delay to your automatic invoices.
- Send reminder to pay after due – this sends an email reminder to clients when an invoice has not been settled after a specific number of days.
- Line items – define the line item format.
- Include non-billable time – this includes all non-billable times logged to projects associated with a client.