Team-Logic CRM Help - Team-Logic

Invoices can be created through projects, tickets or create manually. They are a simple way to keep track of invoices that have been created as a result of work done through tickets and projects.

To view invoices the staff member must have the "Administrator" or "Invoices" security permission.

Once logged in to your application, select "Invoices" from the "Team-Logic CRM" dropdown. This dropdown will appear by hovering over the "Team-Logic CRM" tab. From the main invoice screen you will be able to view billed and pending invoices.

There are three ways to add an invoice:

• An invoice can be created from a project's "Time" tab. Select all time entries to be included in the invoice and click the "Add Invoice" button at the bottom. This will bring up a dialog with a summary of all time tracking and a total time. This amount and total time may be adjusted before submitting.
• An invoice can similarly be created from a ticket's "Time" tab in the same manner.
• An invoice can be created and modified from the "Invoices" admin.