Generate invoices for a specific account

You can manually generate invoices for an account for a specified period.

This task explains how to manually generate invoices for a specific account.

  1. Search for an account for which you want to create invoices, then double-click the account entry in the search results.
    The Account summary page is displayed.
  2. On the Account Menu Tree, click Unbilled Periods.
    The Unbilled periods page is displayed.

    Figure: The Unbilled periods page.

    The image shows the Unbilled periods page.
  3. Click Process next to the period for which you want to generate invoices.
    Smile generates a draft invoice for review and approval.