One-Click Invoicing

Generate invoices instantly from a single button on the task form header.

Full Traceability

Bi-directional links between tasks and invoices for complete audit trails.

Analytic Accounting

Supports analytic distribution for precise cost and revenue tracking.

Duplicate Prevention

Tracks invoiced lines to prevent accidental double billing.

Create Invoice Button on Task Form

A prominent "Create Invoice" button appears in the task form header. Click it to instantly generate a draft customer invoice from the task's billing lines. The button is only visible when a customer is assigned to the task.

Configure Invoice Details in Extra Info

Navigate to the "Extra Info" tab to set the Invoice Journal and Invoice User. These settings determine which accounting journal the invoice is posted to and which salesperson is assigned.

Add Invoice Lines with Full Details

The "Add Invoice Lines" tab lets you define products, descriptions, quantities, unit of measure, analytic accounts, and unit prices. Each line tracks whether it has already been invoiced and shows the linked invoice reference.

Invoice(s) Smart Button and References

After invoice creation, an "Invoice(s)" smart button appears on the task form. Click it to jump directly to the linked invoice. Each invoice line also shows the generated invoice number and line reference for complete traceability.

Invoice List View from Smart Button

Clicking the smart button opens a filtered list of all invoices generated from this task. You can see the customer, invoice date, amounts, status, and payment status at a glance.

Create Invoice from Tasks

No need to switch to the Invoicing module. Create invoices where the work happens.

Product Auto-Fill

Selecting a product auto-fills description, price, UoM, and income account.

Smart Buttons

Real-time invoice count on both Task and Project forms for quick navigation.

Journal Configuration

Set the sale journal per task to control where invoices are posted.

Salesperson Assignment

Assign the invoice user at task level for proper commission and reporting.

Easy Configuration

Install and start using immediately. No complex setup required.