Step by step
- Open the run from Finance › Contract billing.
- Press Download CSV at the top. The file is named billing-(start)-(end).csv.
- Open it in Excel or upload it to your accounts package.
Columns
Customer, Account ref, Contract, Type, Description, Opening, Closing, Copies, Included, Billable, Rate, Amount, Warning, Excluded.
Flagged lines show "NOT BILLABLE - DATA REQUIRED" in Amount.
Tips
- Fill in each customer's account reference on the customer page so it matches your accounts package.
Works together with
- Finalise a billing run and create invoicesFinalising locks the run. Then Create invoices makes one draft invoice per paying company, without ever invoicing a line twice.
- Create a blank invoiceStart an empty draft for any company and type the lines yourself, for example for contract fees, clicks, a machine sale or a one-off charge.
- Connect XeroSend every invoice and credit note to your own Xero organisation as it is issued, and mark invoices paid here when the payment is recorded in Xero.