Create Invoice

After saving edits to the Bill, click Change Status.

Select Approved in the Change Bill Status modal

Click Save. The Bill status will change to Approved.

In the Bill Actions container click New Invoice.

On the New Invoice(s) modal the Bill Total and a list of Responsible Parties will be displayed. Place a checkmark in the checkboxes to select Responsible Parties and then enter a percentage of the Bill Total that the Responsible Parties will be charged.

Click Create Invoice(s). The Invoice(s) will be created.

To view the Invoice, click on Step 5: Invoices, click “3 dots” in the Actions column and then click View.

On the Invoice page, use the stepper to navigate through the Invoice steps and view Invoice information.

Click Download PDF to download a PDF version of the printable Invoice.