It's Done - Project Management

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Accnt Mngr Team

Invoice request

First you need to remove existing orders from invoice:

Remove orders

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Then, select client to be invoiced:

Stephen Towe

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Then, tick the 'add to invoice' boxes next to the ones to be added

Then, add the PO reference to these. That's it! Go to the invoice page, check the details and then use buttons below to send the invoice.

Create PDF of invoice:

Send Invoice To Drive

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Then press refresh

Save draft email to drive:

Create draft invoice email

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Pushes buttons - to create invoice and then saves invoice to draft

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Next step would be then to have another button which uses Zapier to attach the file to the email and then sends it, then add that button to the string above to automate it completely

Then update 'status' to 'invoice sent'

Optional filters:

Show all companies:

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Show all jobs (regardless of if invoice is already raised/paid):

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Invoice management view

Invoice management view

Order ID

Remove from invoice

Add to invoice?

Task Title

Brief/instructions

Client name

Company

Status

Invoice sent

PO Ref:

Rate

Amount

Unit (hours/words/tasks)

Assigned to

Submit hours

Hours to add

#D200

Untick box

May 2024 - Leo Cancer Care

Open Brief

Stephen Towe

Leo Cancer Care

In progress

01/05/2024

£16.95

£237.30

14.0

Zander Masujer

Submit hours

No results from filter

£237.30

Sum

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Text :

April 26 - May 10, 2024

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List of sent invoices

List of sent invoices

Accounting email

Invoice Ref

Invoice Link

Text

No results from filter

Count

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