View Self-Billing Invoices

View a summary of all self-billing activity.

Viewing Invoices:

  1. Go to Self-Billing Management > Manage Self-Billing > Summary.
  2. Filter the results using the columns as necessary
  3. Click View for details on an item
  4. There is an option available to download the invoice as a PDF

Here you can view a list of self-billing invoices for the individual user/contractor only.

An Owner and Process Administrator's self-billing invoices will be automatically approved like timesheets and expenses when generated, as will any users' items that are created in 'Company' billing mode by the Owner or Process Administrator. All self-billing invoices will need to be marked as paid in the system by the Owner or Process Administrator.

The personal self-billing overview shows a summary of the user's self-billing invoices including the number of item lines invoices and the total value invoiced.

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