Designers create invoices for many reasons, including tracking time, monitoring expenses, or billing clients directly. To simplify this process, the Create Invoices tab allows you to generate invoices for each project within a chosen date range with just one click. This feature not only saves time by enabling bulk invoice creation across all projects, but also provides an easy way to review entries for each invoice. Additionally, invoices generated here are automatically pushed to your approval queue, streamlining your workflow and reducing manual effort.
In these Best Practices, and Short Video, we are going to show you how to utilize the create invoices tab in Designer Link 2.0. The bottom of this page also includes related articles and frequently asked questions.
VIDEO TUTORIAL
STEP-BY-STEP GUIDE
STEP-BY-STEP GUIDE
BEST PRACTICES
BEST PRACTICES
One Click of a Button!
When you create the Invoice, you can view it directly from the action as well!
And that is how you add an expense. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Once I press the Create Invoice button, where do the Invoices go that I just created?
When you use the Create Invoice button, all Invoices created will go to your Invoice Approval queue. This queue is accessible via the Notifications tab in your Profile.
Why can't I find my Create Invoice Tab?
You are likely in the project page. To navigate to the Create Invoices Tab, you will need to go to the Time & Expenses tab on your left side of your screen.
What does the Time Approved Button do?
Will automate email notifications letting your DesignerAdvantage Account Manager know it's time for them to generate Invoices for your final approval. If you do not use DesignerAdvantage's account management services, this button will not show on your Create Invoices Tab.