Billing & Invoicing

Move from billing readiness to invoicing

Review invoice requests, issue invoices, and track balances.

User guide · 2 min read

Before you begin

Confirm the project or milestone is ready for billing and inspect the invoice request's review state. Check the currency before comparing amounts.

Open Billing center and review the milestone or invoice request.
Complete the available review and approval steps before issuing.
Use the invoice issuing page to confirm line items and the invoice layout.
Review invoice status and outstanding balances in Invoices and the billing overview.

Concept	What to know
Invoice request	The request reviewed before issuing an invoice.
Issuing	The step where you confirm invoice line items and layout.
Outstanding balance	The amount still outstanding on an invoice. Issuing an invoice is not evidence of payment.
Currency	Keep amounts in their currency context; do not interpret mixed currencies as a single comparable total.

Check the request's approval state and the actions your role is allowed to take.

Open the invoice, verify its currency and status, and compare it with the filters on the overview.