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New Feature: Invoice Generation


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The new invoice features are live and available for users at this time. Please notify support if any new bugs surface. Stay tuned for new related training materials.

The Ledger Tab on the Client Edit Page


This screenshot demonstrates the Invoice Editor. You can import dates which will pull in billable time entries and expenses...


The invoice print screen





The Invoices List page with filters. You can filter by status, date, and export list contents to .csv or Excel file.



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  • Admin changed the title to New Feature: Invoice Generation

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