Create invoices from time bookings

Invoice preparation with AI hours check, a billing run per month, single and collective invoices, credit notes and cancellation.

Navigation: sidebar > Administration > Billing, with the tabs Invoices and Invoice Preparation

Invoices are created in the Billing area in two steps: first invoice preparation, then the billing run. Nobody retypes totals, and billed hours are locked automatically.

Step 1: invoice preparation

The preparation view shows per month whether everything is ready:

Three counters: required, uploaded and missing timesheets
Per client, project and employee the status of the timesheet
An AI check compares, after invoice creation, the hours on the invoice with the uploaded timesheet and flags deviations

If a timesheet is missing or wrong, the administrator can delete it with a mandatory comment; the employee is notified and re-uploads it in the month-end closing.

Step 2: the billing run

Pick the billing period

Via Create invoices you choose the month. The next numbers of the number ranges (invoice, internal settlement, credit note) are shown.

Select

The system proposes every billable position. You create all of them or only a selection.

Create

Invoices are produced as PDFs in your organization's branding, along with the internal settlements between your own entities. All time entries of the billing period are locked automatically.

The list tracks every invoice by status: To send, Sent, Paid, Overdue, Cancelled. Summary cards show total, paid, open and overdue. Invoices can be sent individually or in bulk, and downloaded as a ZIP together with their timesheet evidence.

Corrections

Case	Tool
Correct a sent invoice	Cancellation - the invoice stays, the correction is its own document
Discard created, not yet sent invoices	Reset per booking month - deletes only invoices in Created status and releases their locked hours

The reset requires an explicit confirmation. Sent, paid and cancelled invoices are never deleted by it.