How to Create and Send an Invoice
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Crelate allows the ability to take claimed billable items and use those billable to send an invoice to your clients. Invoices can easily be created and adjusted just prior to sending. Learn more below regarding how to send invoices both individually and in bulk.

To create an Invoice within Crelate, you must first navigate to the Invoicing or Billable grid on your left nav. Select the Create Invoices button in the menu bar to open the creation dialog.

Next, you'll choose how you want to generate your invoices. You can generate them by customer, by order, by employee, and by selected items.

When using the selected items option, you will need to select the billable items you wish to use prior to selecting Create Invoices:

After you select how you want to generate invoices, you can select which billable items should be included. You can choose items for a specific company, choose a date range, or just pull all available billable items into this invoice run. You get a preview of how many items will be available to be invoiced in the bottom left of the screen.

Please keep in mind, that if you have billable items in your billable item grid that are ready to be invoiced, but do not see those items available in this window, then you may be missing a billing profile on the company record.

Once you have selected the parameters to generate the invoices, select Create Invoices to create them!

Once the invoices have been created, they will be in a draft status. All invoices that have been created but not yet sent will be listed under Draft. You can access them by selecting the Invoice Status quick filter tiles or by viewing the items in the grid.

When an invoice is in draft mode, you are able to add new Billables, Adjustments, and Tax Items. Feel free to make last minute adjustments just prior to sending.

With adjustments made, feel free to preview the invoice prior to sending by selecting the magnifying glass to the top right of your screen.

Once all edits have been made, and the invoice looks ready to send, you can send it 1 of 2 ways.

  1. From the Invoice Record - Open up the draft invoice and on the summary tab, you will see an email invoice activity button. Select this to send this invoice by email. If you haven't already, you'll want to configure your Invoice Template.

  2. In Bulk - Choose the invoices that you want to send from the grid, and click the Send Invoices button. You will have the ability to send all draft invoices, by company or by invoice. You can also choose a date range to send drafts from. When you send invoices in this way, it uses the bulk invoice email template that you set up in settings.

What's Next?

With your Invoices sent, it's now time for one of the final steps, payment recognition! Use Crelate as a sub leger to recognize payments thus giving you the ability to run aging and reconciliation reports. Also, check out our full Master Guide that services as a one-stop-shop for all things Crelate Deliver!

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