To Create an Invoice for a ticket with an Actual contract, follow these steps:
Step 1: Head to the "Billing" section in the side navigation bar and choose "Ready to Bill" from the list.
Step 2: There will be a dropdown menu to select the customer, contract and service type for choosing the relevant option. When selecting the customer drop-down, a side drawer will appear on the right to choose the customer.
Step 3: The user has the option to choose a single ticket and will encounter a dropdown menu to specify the time entry, product, and expense, enabling them to create an invoice. Additionally, the user has the option to create the invoice by selecting all items using the checkbox situated to the left of the item ID/type.
Step 4: A new window will appear when the invoice is generated. You can select the invoice type from the dropdown menu at the top left. Additionally, you can choose the default template from the dropdown menu located at the top right of the window.
Step 5:To initiate the invoice generation process, users can click the 'Generate & Send' button. Additionally, they can access a dropdown menu located at the top right, labeled 'Generate & Send', providing options to either 'Generate & Save' or 'Save as Draft'.
NOTE
To introduce a new item into the categories of 'Ad-Hoc,' 'Product & Expense,' and 'Service,' there exist corresponding options labeled 'Ad-Hoc+,' 'Product & Expense+,' and 'Service+,' respectively.
The user has the option to input 'Tax' and 'Discount' manually.
(The generated invoice will be seen in the 'Invoice' section)