Billing Page

Worker's billing items can be reviewed on the Billing page. You can view all items, use the search to locate a particular billing item to review, or add a billing item for a worker.

Use the tabs at the top of the page to select the action to take. You can take the following actions:
  • Search - Use the Enter billing number text box to enter the billing number, if you have it present.
    Note:
    You can toggle the view by using the Search All and Recent List filter buttons.
  • Client selector - Click the selector tile and define which clients to filter by.
  • Type - Filter by type of billing, or all.
  • Status - Filter by status, or all.
  • Created - Filter by a created date range.
  • Export Results - Click Export Results to download the list view as a .csv file.
  • More Filters - Click to expand the side panel with additional filters that can be applied to the list.

  • Add New - Create a billing item for a worker or project. For more information about this task, see New Billing for Worker.
  • Confirm Expenses - Confirm expenses for engagements. For more information about this task, see Confirm Expenses.

Billing items, including invoice details, are also available through the Supplier API for automated workflows and integrations. See Supplier API Overview.