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Before a quote or invoice can be generated, you will need to set up a pricelist for the client. More information can be found on the Client Price ListsPricelists page. After this has been completed, the system will be able to generate any needed quotes or invoices for your projects with the appropriate costing information.
Prerequisite tasks for preparing client invoices and quotes
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For invoices, it is also best to create the invoice once you have the effective date set, the date when the work has been completed, so that the pricing information is correct. This is especially true if discounts are to be applied for fuzzy matches and pre-translations in the source file. |
More information about generating and distributing this information to your clients can be found here:
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Client costs and invoice production tools
Please note that invoices are typically created at the project level and can then be compiled together to create a unique invoice such as monthly or quarterly, in the so called aggregation process.