Invoicing is part of the Deals module and can be found in the main menu at Deals → Invoicing. If it is not in the menu, make sure that the module is enabled at Deals in Global Settings → Deals → Deals and that you have been assigned the necessary permissions for invoicing at Users and Groups→Users.
List of Invoices and Deals
The Invoicing section contains a list of issued invoices awaiting approval (provided that you have selected “Automatic Invoicing with Confirmation” in Accounting), followed by a list of deals containing items ready for manual invoicing (i.e., those for which you have selected “Manual Invoicing” in Accounting). If you wish to review or edit an deal before invoicing, use the “
” icon, which will redirect you to the selected deal in the “Accounting” tab.
Deals for Invoicing
To invoice deals with items ready for manual invoicing, select the items you wish to invoice and click the Invoice selected items button.
In the next prompt, select the date on which the deal should be invoiced and confirm by clicking Invoice preview.
This will display a list of invoices ready for billing, organized by individual deals. Clicking the + button at the beginning of the row will display a list of items ready for billing. For items that are not yet to be invoiced, uncheck the box at the end of the row. If you wish to exclude a single deal from invoicing, click the 
icon; if you want to cancel the invoicing of all invoiced deals, select the Cancel pending invoices button.
By clicking the Create new documents button, you generate a final invoice for each deal that includes all items marked with 
.
Invoices awaiting confirmation
They are located at the top of the list and marked with the DRAFT flag. To confirm invoicing, open the draft invoice using the icon. Then, click the + button at the beginning of the row to display a list of items ready for invoicing. For items that are not yet to be invoiced, uncheck the box at the end of the line. If you wish to cancel invoicing, click the icon, or Cancel pending invoices.
By clicking the Create new documents button, you will issue final invoices for all items marked as .
Issued invoices can be found at Deals → Invoices.