Invoicing

What you see on this tab

A table of invoices linked to the case, with columns for invoice number, status, total, due date and a link to the invoice detail. The + New invoice button starts an invoice pre-filled with this case's bill-to and line items from the case's completed sessions.

Create a new invoice from the case

1. Click + New invoice.
2. The bill-to target is pre-filled from the case. Override if needed.
3. Voyj suggests line items from the case's completed sessions. Remove any you don't want to bill, or add a new one from the service list.
4. Save as draft, or finalise to assign the next invoice number and lock the totals.

Allocate bundle sessions to this case

1. Click Allocate bundle in the top-right of the tab.
2. Pick the bundle (for example, 6-Session Career Transition Package) and the bill-to.
3. Voyj shows the case's completed sessions. Pick the ones that count toward the bundle.
4. Click Allocate. The bundle's session count decreases and the case is now linked to the bundle.