Invoices #
Sonra can be used to streamline your invoicing process. For each project, you can easily drag and drop worked hours into line items for an invoice, and either save tje generated file or allow Sonra to deliver a web-based invoice to customers when ready.
Overview #
After selecting an invoice from the list of invoices on the invoice overview page, you are presented with the invoice builder. To the top right of the invoice builder, there is the project title and a badge showing the invoice’s status. This can be Draft, Sent, Paid.
Below the line is the builder itself. Here is where you assign hours to invoices. The sections below will dig in to each feature in more detail.
Editing an invoice #
Creating a line item #
Invoices are based around line items: collections of work activities. You can create a new line item for an invoice by pressing the “Add new line item” button to the upper right of the window. A new line item box will be added in the central pane.
Drag and drop #
When you are editing an invoice, the work activities pallette on the left side of the screen pulls all unbilled work from that project and displays them as work activities. These work activities can be dragged and dropped on any of the existing line items. The logged cost and billed costs will be automatically updated to reflect the new hours.
Billed cost #
If you want to customise the billed value for a line item, click the value and it will become editable. When you press enter, the new value is saved. If you want to return to the original calculated value, edit the value and clear it out. It will then return to the default calculation.
Save #
The save button saves the current state of the invoice.
Publish #
Publish is used to keep track of when invoices have been sent to customers. Invoices that have been published will show up in the dashboard and project
pages.
If the Send email to customer when publishing invoice setting is enabled, pressing publish will also email the customer a link to the web view of the
current invoice.
View #
View allows you to see the rendered invoice. This view is what is shown to customers who are sent a web view of the invoice. To create a PDF of the invoice, open the view and press ctrl+p (cmd+p on Mac). This will open your browser’s print dialog, where you can save the invoice as a PDF file. The PDF is formatted for A4 pages by default.