Some clients experienced time-outs during billing for large invoices (in excess of $300k in one invoice). To avoid this we now provide an option to create invoices in the background – either from the billing button menu (bill in background & bill in background proforma) or by displaying a new column in the billing summary for “bill now” including in the background

  • When processing an invoice in the background the preparation screen is skipped because there is no user interaction. Instead the standard invoice is generated based on the billing method applicable to the project type(s) and the billing status would get updated when this is done, allowing you to open and manually edit the invoice prior to sending it to the client
  • At the same time we have significantly refactored the process of updating time and expenses to denote it as billed, and then marking it as unbilled again if the invoice is deleted. We keep track of linked invoices by timesheet and expense claim classification so that any timesheet or expense claim fully billed on one invoice per classification can be re-opened without relying on the timeline or audit log