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Invoicing - Master Guide

Set up Billable Items and Billing Profiles, create and email invoices in batches, record payments, and run aging and general ledger reports.

Written by Ena Grabovica

Crelate's Invoicing module allows users to create invoices from billable items. With many settings and customizations, invoicing can fit a variety of customer needs from simple monthly invoices, to weekly complex ones. To compliment our invoicing module, we also have the ability to record payments, utilize an aging report, general ledger report, and the ability to send invoices in batches via email

Here is some info to get you started:

  1. Invoicing Set up

    1. Billable Charge Codes

    2. Billable Items

  2. Invoicing Center

    1. Creating and Sending an invoice

  3. Reporting

  4. Recording Payments

  5. Billing Profiles

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