Finalize an Invoice

Invoices that are pending completion must be manually approved.
Note: Finalizing a client invoice automatically creates a supplier invoice.
  1. Navigate to the Billing page in the MSP view.
  2. Click the Invoicing tab.
  3. Click Ready to Lock.
  4. From the Invoices list, click the invoice number to finalize.
  5. Optional: Click to modify any billing details as needed.
    Note: A red asterisk (*) indicates a required field.
  6. Optionally, in the Date Billed field, enter the date that the invoice is sent. This can be any date.
    Note: A red asterisk (*) indicates a required field.
    This field is added to the generated invoice. It is also added to the Dates of Interest section of the billing item that appears on the invoice.
  7. In the Operational Functions section, click Lock Invoice / Calculate Taxes.
    Note: If you have configured any non-billable days for the worker, there is a Credit Non-Billable Time link. This action creates credit adjustments for the worker that are paid by the supplier, but not billed to the client. You must click this link before finalizing the invoice. For more information about non-billable time, see Non-Billable Time for Engagements.
  8. Click Finalize Invoice.
    After the invoice is finalized, the system creates final invoice document PDFs for any invoice document templates associated with them.