Billing time and creating invoices from work journals

Billing time and creating invoices from work journals

Once your team has logged billable time, NexerIQ helps you turn it into invoices without re-keying anything. Billable entries on a work journal carry through to an invoice draft, and each entry shows where it is in that process. This article covers booking entries and creating invoices from a submitted journal.

Book approved entries

Booking finalizes an entry so it counts toward billing. On a Submitted journal, use Book line on an individual entry, or open the Actions menu and choose Book all. Depending on your company's setup, entries may need approval first. A booked entry shows a Booked badge.

Create an invoice from billable time

When a journal has billable, uninvoiced products or time, the Actions menu offers Generate invoice. This opens a drawer where you confirm the details and create an invoice draft from the billable lines. You can also process a single entry with Process to invoice from its row menu, or Process all time lines from the Actions menu.

Follow each entry's billing status

Billable entries show an extra status badge so you always know where they stand:

  • Invoice draft created — an invoice draft has been generated and is waiting to be finished.
  • Invoiced — the entry is on a completed invoice.
  • Processed — the time line has been handled.
  • Processing failed — something went wrong; review and try again.

Locked journals

When a period is finalized the journal becomes Locked and read-only, preserving the billing record. You can still open it to review entries and their invoice status, but you can no longer change them.

Tip

Billing behaviour follows the project's Billing tab — its billing mode, discount, tax handling, and time rounding rule all shape what ends up on the invoice.

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