The Areas of Client Invoicing
On the Invoices Browse, you can look through all the customer invoices in the system. The Invoices Browse consists of 5 tabs: Not Ready, Ready Pro Forma, Invoices to Be Paid, Overdue and All.
The Invoice Creation page consists of two tabs: Tasks to Be Invoiced and Prepayments to Be Invoiced . The Tasks to Be Invoiced tab contains all the invoiceable tasks for which you did not create an invoice yet. The Prepayments to Be Invoiced tab contains all the payments made in advance by a customer for a project.
Payments & Charges consists of 2 tabs. On the Payments tab you can review all the payments your customers have made, record new payments and allocate a payment amongst a customer's unpaid invoices. On the Charges tab you can review all the customer charges as well as record a single payment for a customer invoice.