Projects
Bill approved time and expenses to the customer from the project.
Where to find it: Left menu → Projects & Operations → Project Billing
Step 1
Left menu → Projects & Operations → Project Billing. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Select approved time, generate the bill, and post. Do not invoice a spreadsheet of hours.
Step 3
AR should show the invoice. Unbilled hours on the dashboard should fall.
Yes. Project Billing is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Bill the agreed amount on the schedule. Still keep timesheets so cost is honest.
