Generate and preview invoices
From Generate New Invoice, set period, client, and project, Fetch Invoice Data from Ready for invoicing shifts, review Generated Line Items, then Preview and Save.
Outcome
You open `/invoicing/generate`, complete Invoice Details & Filters, fetch Ready for invoicing work into line items, open `/invoicing/preview`, and know Save Invoice / Save All Invoices creates documents as shipped.
Who it's for
Planner / finance
Prerequisites
- Invoicing generate/create permissions
- Ready for invoicing shifts help: empty fetch still teaches chrome
- Soft-link Approve hours and the Invoice Queue (`planning-verify-and-ready`) if the queue is empty
Steps
- From Invoicing Management click Generate Invoice (or go to `/invoicing/generate`). Page title: Generate New Invoice. Use Back to Invoices to return to the hub. Soft-continue in from the Invoicing hub tutorial when you just learned the list CTA.
- Under Invoice Details & Filters set Client and Project (Select client / Select project: project needs a client first). Set Invoice Period (Month/Year) and/or Start Date / End Date (for details), Invoice Date, and Due Date as shown. Optional: Cost Center Location, Resource, Include details as an extra page. Split on (granularity): Client; Client, Location; or Client, Location, Resource: this controls how many invoices you get. Credit Invoice mode: pick Original Invoice, then expect negated amounts: soft-omit deep credit edge cases.
- Click Fetch Invoice Data. Only Ready for invoicing shifts matching your filters become Generated Line Items (Description, Quantity, Price/Unit, VAT %, Total). Empty staging shows No line items generated: soft-link Approving work and invoicing (`verifying-and-invoicing`) and Approve hours and the Invoice Queue (`planning-verify-and-ready`). Soft-link ORT (`md-irregularity-schemes`) for overtime/night admin; schemes apply as shipped, not as a Finatronic ledger.
- Review or lightly edit lines (Add Line Item when needed). Click Preview Invoice / Preview Invoices to open `/invoicing/preview`. On preview, check totals and any duplicate warnings, then Save Invoice or Save All Invoices to create the invoice(s). Do not save during screenshot capture: teach the chrome only. Reset Inputs clears the generate form when you need a clean start.
- Soft continue: View invoice and documents. Email and export from the list come after that. This path stays on planner/finance Gig-a-tronic invoicing: not Finatronic / accounting.* and not client-portal read-only lists.