The BILLING / INVOICING tab is used to manage all financial activity related to a customer. It is divided into two primary functional areas that allow users to review unbilled services and manage official invoices generated within the system.
BILLING / INVOICING Tab Overview
This tab is organized into the following sections:
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Date Range Filter
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Billing Section
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Invoicing Section
Together, these sections provide a complete view of services awaiting billing and finalized invoice records.
Date Range Filter
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Located at the top-left of the tab.
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Allows selection of a specific date or date range.
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Filters all visible billing and invoicing records within the selected timeframe.
(Example: 09/08/2025 → 12/24/2025)
Billing Section
The Billing section tracks completed services that are eligible to be converted into invoices.
Service Log Table
The Service Log table displays:
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Date / Service Type
Lists completed services by the date performed and the type of service rendered. -
Status
Indicates whether the service has already been processed for billing or is still pending.
Bulk Actions Menu
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A dropdown menu is available at the top of the Billing section.
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Allows bulk management of selected service records.
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Used to efficiently prepare multiple services for invoicing.
Invoicing Section
This section manages invoices created for the customer under the LOCAL sub-tab.
Invoicing Table Details
Each invoice entry displays the following information:
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Date / Due Date
Shows when the invoice was issued and its payment deadline.
(Example: Issued Fri 12/19 with Due Date Sun 01/18) -
Invoice # / Amount
Displays the unique invoice number and the total invoice value.
(Example: Invoice 000001 for $670) -
Status
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A yellow Draft badge indicates the invoice has been created but not yet finalized or sent.
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Invoice Actions Dropdown
Each invoice includes an actions menu with the following options:
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Send Invoice with QBO
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Syncs and sends the invoice through QuickBooks Online.
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Export CSV
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Downloads the invoice data in CSV format for reporting or accounting use.
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Edit
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Opens the invoice in edit mode, allowing changes before finalization.
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Operational Value
The BILLING / INVOICING tab enables teams to:
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Track services that are ready to be billed
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Maintain clear separation between service completion and invoicing
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Manage invoices directly from the customer profile
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Ensure accurate financial records and QuickBooks synchronization