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How to view the invoice queue

This guide explains how the invoice queue feature in TidyWork works and what it does.

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Step 1.

Go to invoice queue under Sales and purchases.

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Step 2.

You will be presented with a screen showing potential invoices on all projects. You can filter the results based on the status of the project, the customer, the project name, or the end date of the project.

If the invoice does not display, you can refresh the screen.

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Step 3.

You can choose the level of detail the invoice will display.  These are: Basic, Basic - Combined, Summary, ActivityName Only, Task Name Only, Detailed - By Task, Detailed - By Activity, Amount - The dollar amount of the invoice (relative to the currency set in global settings), Preview - Preview an invoice before you generate it.

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Step 4.

Once you have chosen the invoice(s) that you would like to send to the recipient, select the invoice to send by ticking the box on the left of the row.

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Step 5.

Scroll down to the bottom of the screen. A drop-down box will display giving you the option to determine how you would like to export the invoice(s) you have chosen.

Once you have chosen how you want to export the invoice, click Generate. If you select the invoice as Xero (Draft) or Xero (Approved), it will be sent to Xero when you click Generate. You can view or print the invoice generating.

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Step 6.

If you have multiple invoices you want to complete for the same customer, select multiple projects for the same customer.

The generate combined box will appear and you can Generate Combined.

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Step 7.

You will be presented with a pop-up box, after you review the information, click Proceed.

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Step 8.

You will see invoices over multiple projects combined and generated.

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Related Guides

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