How to create an INVOICE PROPOSAL?
Please check the status of your booking:
a) booking status is "active"
If your booking is still “active” but you already need to issue an invoice, you just need to mark your booking, then go to the button “Invoicing” and click the "ready for invoice" button (1) in order to be able to create an invoice proposal. Once the "ready for invoice" box is checked, you can "create the invoice proposal" (2) and open it via "Invoice proposal" (3).
b) booking status is “completed”
If the status of your booking is “completed”, you just need to mark your booking, then go to the button “Invoicing” and click on "create invoice proposal" (1). Then click on "invoice proposal" (2) to open it.
ATTENTION: The "ready for invoice" box is being checked automatically once the booking is completed. If you notice that it is NOT checked even if your status shows "completed", please go ahead and do it manually as shown above (booking status is "active")
If you would like to have more information, please check out the following links:
Invoicing & contracts fundamentals
Invoicing & contracts advanced