How to manually create an invoice in THAREJA

STEP 1. Navigate to Financials -> Invoices and click the Create Invoice button. If you’re an employee/ member billing your organisation, then click Member Invoice and if you are an organisation owner, then choose Client Invoice.

STEP 2. On the invoice header, please select:

1. Select the client you want to bill
2. Issue date
3. Due date
4. Invoice Number
5. PO number

STEP 3. 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, click Generate Line Items.

STEP 4. 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 if required. Once everything is selected, click Generate.

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 or organisation owner.