About Invoicing

After you have approved and posted billable transactions, they can be invoiced. You can invoice your customers straight out of Autotask, or you can export invoices or transactions to an external accounting software.

Invoices are generated on this page: Left Navigation Menu > Contracts > Invoices & Adjustments > Invoicing / Items to Invoice. For detailed information about invoicing, refer to the context-sensitive help for this page and its linked topics. Before you get started, make sure you have selected the correct invoice template. Refer to About invoice templates.

Even if you use an external accounting software, you will need to generate invoices in Autotask. When you get to the Process Invoice window, select Create Autotask Invoices and XML File from the Processing Action drop-down menu.