Go to Collective OS > Clients > Select the Customer you want to invoice > Invoices > Create Invoice.
Before an invoice is sent you must review the customer record. Ensure all the emails, originator, closer, and contributors have been added to the customer. If this step is skipped errors are highly likely to occur, delaying your invoice from being sent out.
In Collective OS navigate to the Clients Tab > Click on the customer you want to invoice > Invoices > Create invoice.
- Select the type of invoice you would like to send, then hit next.
- Ensure the invoice is going to the right email. You also have the ability to add any additional emails.
- Select payment terms and invoice date. The due date is automatically calculated for you. It is important that the payment terms is what is listed on the Master Services Agreement.
- You also have the ability to turn the invoice into a recurring invoice. If this feature is turned on, you must specify the frequency of the recurring invoice and end date.
- Select the team member from the dropdown. Choose their service type and include a description as well as their rate and quantity. To add more team members, click add new item.
- Closing and originating fees are automatically calculated based on information from the company's commissions tab. To edit the closing and originating fee on a per line item basis, click on edit commission.
- If this is the first time you are invoicing this client, you must attach the fully executed MSA and SOW.
- Include any additional notes (optional).
- Click Save, ensure the invoice details are correct . You must then hit Send Invoice in the upper right hand corner to complete the invoice.
Taking the time time to preview what is going out ensures accuracy for the client & Billing Team, please do so.
Note: you can edit draft invoices by accessing the invoice in your payment history tab.