Invoices Overview

The Ressio invoicing functionality simplifies the invoicing process, allowing you to create professional invoices in minutes. Easily leverage project financial data already within Ressio to generate invoices from

• actual bills and/or expenses
• based on progress
• or a manual amount 
  
  

Creating an invoice

To get started creating an invoice, navigate to your Budget page, click New invoice, and select the desired invoicing option.

Learn more: Creating an invoice

Invoicing from project actuals

For cost-plus or open book projects, you can invoice from the actual costs that are already  in your budget. When ready to create a new invoice, you’re just a couple clicks away from grabbing your current costs and bringing them into an itemized invoice.

Invoicing on project progress

For fixed price projects, you can progress invoice a percentage of your estimate/budget. You can simply enter a percentage complete for each cost item and Ressio will calculate the correct invoice amount.

Sending invoices to clients

Easily send your invoices to clients via Ressio with a single click. Clients receive a comprehensive invoice to keep them informed on payments owed. To release an invoice, click the Release button from the created invoice document. 

Learn more: What a client sees 

 

Invoices Page

You and your clients have access to the project invoices providing key information including amounts and due dates Additionally, you can track which invoices have been paid and view the total invoiced amounts and the outstanding balance for the project.

 

 

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