To populate an account in the Create manual invoices tab, you will first need to set the Work Orders ready for invoice. This can be done from the Work orders review or from the customer's profile.
Filters
Filters can be applied from the Filter option in the top left corner or from the individual columns.
Global Search option can be applied instead of a direct filter (this is a wonderful option when you have multiple accounts with the same name).
Creating Invoices
Select All or specific accounts to be invoiced
Preview charges / Create Invoices
Preview Charges has the added bonus of adding a custom invoice note when sending the group of invoices from this work flow.
Invoiced
Once your Manual Invoices are created, they will populate in the Billing > Invoices tab with your Recurring invoices.
