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Tutorial Step 7: Generating an Invoice
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Step 7 - Generating an Invoice
Generating an invoice takes just a few seconds in Time Logger, after you have customized your Invoice Template and other Time Logger settings. In this tutorial you can use the default invoice format and the time records in sample.mdb to quickly create a generic sample invoice.
Perform these actions to generate a generic invoice using sample.mdb:
1) Select Invoice/Automatic Invoice Filter and select the "AR Software" client and click OK.
NOTE: If a window appears indicating that no Time Records match your current filter then follow the directions below To Repeat this Step of the Tutorial.
2) Select Invoice/View Invoice and optionally change the date and enter a General Comment and click OK.
At this point Time Logger actually generates an invoice file (based on your Invoice Template), gives it a name based on the Next Invoice Number and saves it to your hard drive in the Generated Invoices Folder.
To view a sample generic Invoice Template: Modifying the Invoice Template
To view a sample generic invoice generated from the above sample template: Invoicing Step 2: Creating the Invoice
3) Your generic sample invoice should now appear in your word processor in a new window.
You may view the invoice that was generated and determine if it looks correct. After you purchase Time Logger and are generating real invoices, you would likely do one of these actions at this point:
A) Print the invoice to your printer (such as a PDF printer to create a PDF document to email). See: Invoicing and Reporting with PDF and Email
B) Close the invoice, change the time records and re-generate the invoice to make corrections.
C) Close the invoice, change the Invoice Template and re-generate the invoice based on the new Invoice Template. See: Modifying the Invoice Template
After you have viewed your invoice, close the word processor window to return to Time Logger and continue with the next action.
4) After you have finalized and printed your invoice, select Invoice/Post Invoice and click OK on the next two screens:
NOTE: At this point the Time Records that were on the screen are likely removed and you will see the window below. This is because posting the invoice changes the Billed field for each Time Record from No to Yes. If you had a Filter set to show Time Records that contained Billed = No as one of its conditions, then the Filter will not match any Time Records and none will be displayed.
At this point you have completed the invoicing process and are ready for the next page, Tutorial Step 8: Wrap-up
Click the "Next" link above to go to the next step in the tutorial.
For more on Invoicing see one of these topics:
Follow these directions to remove you invoice data from "sample.mdb" and repeat this section.
You should now be able to begin at Step 1 above and be able to generate an invoice.