All Collections
Product Help & Support (Updated)
How to see disbursed bills on an invoice
How to see disbursed bills on an invoice

How to confirm that your bill has been disbursed to the stage and is reflected on your invoice.

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Assistant Project Manager and above

Previous steps: How to disburse a bill.

Once the bill has been disbursed to a stage it can be included on an invoice to on-charge to your client.

A bill will appear as a transaction on the stage and can be seen by -

  • selecting the stage for the invoice

  • clicking the stage name in the invoice module

  • viewing the transactions

  • you can then decide whether or not to include the particular transaction on the invoice.

To view the transaction line on the invoice document you need to include a transaction table in your invoice.

Where to next?

What other features does this relate to?

Did this answer your question?