This quick guide will instruct you on using the billing section of Severa. You will learn to browse invoices, manage uninvoiced events, edit invoice details and settings, and track financial key figures.
Browsing and managing the invoice view
In the billing view, you can view existing invoices and manage uninvoiced work hours, travel expenses, and fees. You can access the view by selecting Billing from the main menu.
Switch between the Invoices and Uninvoiced tabs to see either a list of created invoices or projects awaiting billing.
Use search and filters to find specific invoices or projects.
Enable or hide key figures from the toggle switch in the upper right corner.
Creating a new invoice
You can create new invoices for projects with uninvoiced sales. You can perform the action by going to Billing > Uninvoiced > Select the desired projects from the list > Create invoices.
Select the projects from the list for which you want to create an invoice.
In the window that opens, select the invoice status (e.g., draft).
Select Group projects on invoice if you want to combine multiple projects on the same invoice.
Confirm the creation by pressing Create.
Editing invoice details
On an individual invoice, you can edit customer contact details, address, and other basic invoice information. You can edit the details by going to Billing > Browse > Select the desired invoice > Invoice tab.
Check the customer details in the Customer details section.
Select a new billing customer, contact person, or address from the menus if necessary.
Enter or correct the VAT number in the FI number field.
Enable the View detailed information and free texts option if you want to add notes to the invoice or see more detailed information.
Managing invoice rows and adding fees
Invoice rows manage the actual billable content. You can also add additional fees to the invoice. You can manage the rows by going to Billing > Browse > Select the invoice > Invoice tab > Invoice rows.
Examine the rows transferred to the invoice. If categories are used, the rows are grouped by them.
Add fee by pressing Add fee.
Edit row details, such as quantities or prices, directly in the table or from the row settings.
Use the Customize columns button if you want to change the data fields visible in the table.
Adding uninvoiced rows to the invoice
You can add work hours, travel expenses, or fees to the invoice that have not yet been invoiced. You can add events by going to Billing > Browse > Select the invoice > Invoice tab > Uninvoiced items.
Browse the tabs Work hours, Fees, and Travel expenses to see events that may belong to the invoice.
Use the View non-billable option if you want to see events that are not marked as billable.
Select the desired rows and attach them to the invoice.
Changing the invoice status
The invoice status indicates where the invoicing process is (e.g., draft, sent, or paid). You can change the status by going to Billing > Browse > Select the invoice.
Use the fixed bar at the bottom of the view to see the current status.
Move to the next status by pressing Move to next status (e.g., Draft > Approved).
You can return to the previous status by pressing Move to previous status.
If you want to select a specific status, open the status menu from the three-dot button.
Invoice preview and settings
Before sending the invoice, you can check how the final PDF invoice will look. You can check the invoice by going to Billing > Browse > Select the invoice > Preview tab.
Wait for the system to generate the PDF file.
You can change the invoice language from the settings, and the preview will update according to the selected language.
Go to the Settings tab if you want to change the invoice template used or modify the way rows are grouped.
Keywords: beta, billing, invoice creation, invoice view, uninvoiced, invoice status, preview, invoice rows, fees, customer details
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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