In Severa, an invoice is always compiled from:
✔️ Billable work hours
✔️ Travel expenses
✔️ Installments or products
✔️ Or, if needed, from scratch
Where and how you start invoice creation depends on whether you are billing one project or several at once. Creating invoices requires the permission to create invoices. If you do not see the Billable or Create invoice button, ask your main user for additional access rights.
How and where do I create an invoice?
Create invoices view
From the left side navigation, go to Billing > Create invoices to easily create several invoices at once. In this view, you can see all projects to be invoiced with their work hours, travel expenses, and products. Create an invoice as follows:
- Select the projects to be invoiced by activating the checkbox.
- From the menu that appears at the top, create the selected projects as invoices in the desired status by clicking Create in status [status name].
If needed, you can filter the Create invoices view, for example by billing date, project manager, or unit.
Combine several projects on one invoice
Billing > Create invoices view lists all projects to be invoiced in the organization. You can combine projects of the same customer with the same currency on one invoice. Create a summary invoice as follows:
- Select all customer projects that you want to combine on the same invoice.
- From the top menu, select the action Group projects on invoice before you create the invoice.
- Select the status in which the invoice will be created.
- When the invoice has been created, you can view and edit the projects to be invoiced in the Detailed information section. If you remove a project from the invoice, it will return to the list of projects to be invoiced. If you add new projects to the invoice, the billable rows will appear in the Uninvoiced items section, from where they can be added to the invoice.
Invoice creation from a project
When a project has billable content, the Billable button at the top of the project shows the amount that can be invoiced. By clicking the button, an invoice opens prefilled with the project’s billable rows. To review the billable rows in more detail, use the arrow icon next to the Billable button.
Invoice creation from a phase
In the project phase structure on the Project plan tab, the action menu (three dots) next to a phase also includes the Create invoice option, which limits the invoice to that specific phase and its child phases only.
Invoice creation when closing a project
When closing a project, you can select Close and create invoice, in which case the remaining billable rows are automatically transferred to a new invoice when the project is closed.
Invoice creation from scratch
The Create from scratch button in the upper right corner of the Create invoices view opens an invoice without any prefilled rows – use this when you want to add all invoice rows yourself. To be able to create an invoice, you must have both a customer card and a project card created in Severa.
Creating a scheduled invoicing rule
In the Billing > Scheduled invoicing section, you can define a rule that automatically creates invoices for a selected customer or project on a recurring schedule – suitable, for example, for flat rate monthly billing.
Keywords: invoice creation, new invoice, billing, scheduled invoicing, create invoices, billing view
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