The ivoice process involves 4 steps:

1. Create a Bill Order (optional)

   This is a internal document that creates the Project Manager to specify what have to be billed to the Client.

   In some organizations, the person who creates invoices is not always involved in projects, so this is the tool that the PM has to tell him what have to be billed.

   Also it's an important control tool because it will mark worked hours as billed (the hours your team has entered on the Time Tracking)

   
   

2. Create the Invoice

   If you created the Bill Order before, you can create the Invoice with just one click. The invoice will have all the items entered on the Bill Order.

   If you decided not to work with Bill Orders, you can add your items manually as with any standard billing tool.

3. Send the Invoice to the Client

   Once you finish your invoice, you're ready to send it to your Client. You'll have the option to send an email from Frank (this is the preferred way as it will be registered on your project's communications), or share a link with your client.

   Your client will access the on-line invoice document, and can just view it or download the PDF version to print.

4. Receive Payments

   The final step of the process is to register your Payments, so Frank can keep track of invoices status and client's balance.