Projects Due For Invoicing

Projects Due For Invoicing lists projects containing at least one stage that is Completed, has no invoice association and is not marked Non-fee earning. Use it as a starting point for billing completed stage work.

Find and invoice the work

1. Open Dashboards > Project Dashboard, then click View uninvoiced work below the financial card.
2. Review the project reference, title, address, client and owner. Use the search box to narrow the list.
3. Click the project reference to open the project.
4. Review Stages and any billing notes, then open Invoices.
5. Click the plus button, check Date and Due Date, and select the eligible stages or expenses.
6. Click Add Invoice. Review the invoice before emailing it to the client.

You need permission to view invoices to see that project tab, and permission to add invoices to create one. Report visibility does not by itself grant invoice-creation access.

Understand what qualifies

An ordinary stage priced at zero can still place its project on this report. Non-fee earning is a separate stage setting; stages with that setting are excluded even when completed. You do not need to create zero-value invoices merely to archive a project, although all its stages must be completed.

The report is based on stage fees. An uninvoiced expense on its own does not put a project on the list. Expenses remain separately selectable from the project's invoice form when their parent stage is completed, and can be invoiced without selecting a stage fee.

Creating an invoice links the selected stages to it, so they no longer qualify as uninvoiced stage work. Payment status is a different matter: use Invoices Report to review unpaid invoices. If the invoice form reports that a selected item is no longer available, refresh the project's Invoices tab and check whether someone else has already invoiced it.

See Non-fee-earning stages for work that should be completed without a stage-fee invoice.