User Guide/⏳Using Stackd/Invoicing

Invoicing

Use this module to manage all invoicing activities in one place. Quickly create and track client invoices, submit and review subconsultant invoices, and record payments received to keep project and financial records up to date.
Project Billing
Client Invoices
Payments Received
Subconsultant Invoices
Reports

Filtering Project Billing Page

  1. Navigate to “Invoicing” > “Project Billing”
  1. Click “Filters” to expand options:
    1. Project Manager
    2. Project Coordinator
    3. Status
    4. Minimum WIP
    5. Show Ready to Invoice
    6. Show Waiting PM
    7. Show Archived Projects
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Filtering Invoices

  1. Navigate to “Invoicing” > “Invoices”
  1. Click “Filters” to expand options:
    1. Invoice Status
    2. Billing Type
    3. Project Status
    4. Invoice Due
    5. Sent
    6. Exported
    7. Minimum Due
    8. Project Branch
    9. Project Manager
    10. Issue Date Start
    11. Issue Date End
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