Invoices

Raise and track invoices to clients, local authorities and other funders.

Raise and track invoices to clients, local authorities and other funders.

Where to find it: Finance → Invoices

Raise an invoice

Go to Finance → Invoices.
Create a new invoice and select the client or funder.
Add the chargeable visits or lines, check the totals and save.
Download the invoice PDF to send, and mark it paid when settled.

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