Features / Billing
Billing.
billWright's Billing area is where you create, track, and file every invoice you send to clients.
Invoices
#/invoices
Viewing your invoices
Navigate to Billing > Invoices. The screen opens on the Active tab, which lists every invoice that is not yet paid, voided, or finalized.
The top toolbar has two filter bars:
- Status filter (left): Active, All, Draft, Sent, Paid
- Source filter (right): All sources, From timesheet, From quote, From scratch, Additional, Milestone
Click any button in either bar to narrow the table. The two filters combine, so you can show only "Sent invoices from a quote," for example.
Each row shows: Invoice number, Title with client name, State pill (Draft / Sent / Overdue / Paid), Source tag, Issued date, Due date, Total, and amount Paid. The table sorts by Issued date newest-first by default; click any column header to resort.
To jump to the linked project for a row, click the briefcase icon at the right end of that row. If no project is linked, a toast message will appear.
Click any row to open the invoice detail.
Creating a new invoice
From scratch:
- Click New invoice in the top-right corner of the Invoices screen.
- An invoice editor opens. Fill in the required fields.
From this week's time:
- Click From this week's time in the top-right corner.
- billWright reads the current week's logged time and generates invoices automatically.
- A confirmation toast appears when generation is complete.
From a quote or other sources:
Invoices can also originate from a quote, from additional work (change orders), or from milestones - the source filter tags each invoice with where it came from.
Reading invoice states
| State | What it means |
|---|---|
| Draft | Created but not yet sent to the client |
| Sent | Delivered to the client; awaiting payment |
| Overdue | Sent, but the due date has passed without payment |
| Paid | Payment received in full |
A void state also exists in the data but has no dedicated filter pill in the current UI.
Filing invoices to History (Finalize)
Once an invoice is 100% complete and paid in full, you can finalize it to move it off the Active list.
- Open the invoice from the Active list.
- Use the Finalize action from the detail screen.
Finalized invoices appear under the History tab. The tab label shows a count of how many invoices are filed there. The History list is read-only and shows Invoice number, Title, Source, Issued date, Total, and a "Finalized" pill.
Reopening a finalized invoice
- Click the History tab.
- Click the invoice you need to reopen.
- Use the Unfinalize action from the detail screen. The invoice returns to the Active list.