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Create Draft Invoices

Draft invoices in VOGSY allow you to compile billable items (time, expenses, fixed fees, installments) for a specific period or project milestone. They act as an internal review step before an invoice is approved, finalized, and sent to the client. This helps identify and correct errors, make adjustments, and ensure invoice accuracy.


Selections

While creating the draft, the following selections can be made:

  • Billing period

  • Departments

  • Invoicing method

  • Invoice date

  • Extra text on the invoice


Don't "forget" any billable items. Leave the start date open, so that every billable hour and expense from the past will end up on a draft invoice.


Draft invoice approval

Your organization's approval settings in VOGSY determine the ability to approve draft invoices.


Prerequisites for Successful Invoice Generation

Project Setup: Projects must be set up correctly with correct billing arrangements (Time & Materials, Fixed Price, Retainer), along with appropriate rates, and budgets.

Approved Time & Expenses: Only time entries and expenses that have gone through the internal approval process are included in the invoice generation.

Make sure team members submit their entries on time and managers complete approvals before invoicing.