How Do I Generate a Client Invoice?

When generating Client Invoices, Discovery will automatically generate new invoices for the specified Fiscal Period, utilizing the appropriate Client Account invoice settings. It will also create any Client Line Items (across all sources) that haven't already been created and update their amounts and the Client Invoice totals as necessary.

Generate Invoices in Bulk

Client invoices are generated per Fiscal Period. All Client Invoices that are ready to be generated can be generated simultaneously. To generate Client Invoices for a Fiscal Period in bulk, please follow the steps outlined below:

1
Select Invoicing > Revenue from the primary navigation.
2
Navigate to the Billable Revenue tab (if you're not there already) in order to view the Revenue Dashboard.
Billable-Revenue-Tab
3
Choose the Fiscal Period for which you want to generate revenue.
Fiscal-period
4
Click the Batch Create Invoices button.
Batch-Create-Invoices
5
Navigate to the Invoices tab to see your newly generated invoices.

NOTE : Discovery does not automatically update existing Client Line Items on an unsent Client Invoice when a Service, Location Fee, Client Account Fee, or Client Service Fee is updated. If you've already generated Client Line Items and then make a subsequent change to one of these Services or Fees, you'll need to navigate back to the Revenue Dashboard and click the Batch Create Invoices button again in order for the corresponding line item amounts and invoice totals to reflect your changes.

Generate a Single Invoice

Alternatively, you may wish to generate a single invoice at a time. Discovery allows you to do so by following these steps.

1
Select Invoicing > Revenue from the primary navigation.
2
Navigate to the Billable Revenue tab (if you're not there already) in order to view the Revenue Dashboard.
Billable-Revenue-Tab
3
Choose the Fiscal Period for which you want to generate revenue.
Fiscal-period
4
Click the Create Invoice button.
Create-invoice
5
On the ensuing screen, choose the Client Account for which you want to generate revenue.
Choose-the-client-account
6
Select the line items you wish to include on the client invoice and hit the Create button.
Hit-create
7
Navigate to the Invoices tab to view your newly generated invoice.

NOTE: Discovery only allows one open, unapproved invoice per account per fiscal period. If you wish to have two invoices for the same account and fiscal period, you will need to approve the first invoice before the second invoice can be generated.

Batch creating invoices for a fiscal period will override any invoices for that period that have not been approved and replace them with new invoices that include all un-billed line items. This is important to keep in mind if you plan to send more than one invoice for an account.

Please refer to the following video for a demonstration of client invoice generation.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.