Prepare invoices from budgets, time, expenses or subscriptions
Objective. Prepare consistent draft invoices from the appropriate sources, review their content and tax treatment, and validate them only after the client, matter and amounts have been checked.
What you will learn
- Choose the correct preparation method for budgets, time, expenses, quantities or subscriptions.
- Understand the difference between source data, a draft invoice and an issued invoice.
- Review invoice lines, VAT, due dates, presentation and supporting details before issue.
Recommended workflow
- Confirm the issuing company, invoice date, client and matter before selecting source data.
- Select only the budget lines, time entries, expenses or recurring items covered by the billing period.
- Open the draft in the invoices-to-validate list and review every line and total.
- Validate the invoice, check the final document and reconcile the source data marked as invoiced.
Checks before continuing
- The selected period and source data do not overlap a previous invoice.
- Sales codes, descriptions, VAT rates, payment terms and recipient details are correct.
- The draft remains editable until validation; the issued invoice follows the corrective-document workflow.