Create draft invoices from unbilled work

For firms that bill in BMS

This applies when your firm raises its invoices in BMS. A firm whose money lives in MYOB AE raises its bills in MYOB AE; see How billing works when MYOB AE holds the money.

1. Go to Billing > Unbilled. It lists each client with unbilled time, fixed fees and expenses.

   

   Billing > Unbilled.

2. Tick the clients to bill. Press the arrow beside a client to see its work and time.

3. Press Create Draft Invoices.

   

   Create Draft Invoices.

Each client gets one draft invoice, ready to check and approve. Remove from Billing takes work off the list without billing it.

Tip

Set Start Date chooses your billing start date: work and time from before it are left out of Unbilled.