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efficiently.","how-to-create-assign-and-publish-a-rota-using-arez-pulse","2026-07-21T13:55:42.120456Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":420,"title":421,"subTitle":422,"slug":423,"display_order":105,"status":26,"is_public":27,"updated_at":424,"author":93,"authorInfo":425,"assign_to":426,"module":427},"ac2e5e6a-c54c-42d0-8fe0-fa4699478318","Worker Holidays in Arez Operate","How holiday entitlement is managed by contract type","worker-holidays-in-arez-operate","2026-07-21T13:50:36.984663Z",{"id":93,"first_name":95,"last_name":96,"profileImageUrl":97},[],[],{"id":429,"title":430,"subTitle":431,"slug":432,"display_order":114,"status":26,"is_public":27,"updated_at":433,"author":29,"authorInfo":434,"assign_to":435,"module":436},"a6148cdf-3104-4722-a6a6-f1d9fe706a76","Rota Management in Arez Operate","Manage, schedule, assign, and monitor shifts efficiently within the Arez Operate Rota Management system.","rota-management-in-arez-operate","2026-08-14T20:21:22.617802Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":438,"title":439,"subTitle":440,"slug":441,"display_order":122,"status":26,"is_public":27,"updated_at":442,"author":29,"authorInfo":443,"assign_to":444,"module":445},"263832a2-7d37-4ac0-9f8c-7af9c4f65e69","How to Use Timesheet Arbitration in Arez for Area Managers (AM)","A step-by-step guide for Area Managers (AM) to review, manage, and resolve timesheet arbitration efficiently in Arez.","how-to-use-timesheet-arbitration-in-arez-for-area-managers-am","2026-07-21T13:59:06.608961Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":447,"title":448,"subTitle":449,"slug":450,"display_order":131,"status":26,"is_public":27,"updated_at":451,"author":29,"authorInfo":452,"assign_to":453,"module":454},"dbea735d-304c-4a42-8d96-43576f4fa641","Timesheet Exemptions Guide","Manage exemption rules that control how timesheet deductions are applied to workers and sites.","timesheet-exemptions-guide","2026-08-03T13:07:05.804605Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":456,"title":457,"subTitle":458,"slug":459,"display_order":141,"status":26,"is_public":27,"updated_at":460,"author":29,"authorInfo":461,"assign_to":462,"module":463},"e87b3997-2346-4e75-90c3-eb422de3438c","How to Use Invoicing in Arez","A step-by-step guide to creating, managing, approving, and tracking invoices efficiently in Arez.","how-to-use-invoicing-in-arez","2026-07-21T13:59:20.696156Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":465,"title":466,"subTitle":467,"slug":468,"display_order":150,"status":26,"is_public":27,"updated_at":469,"author":29,"authorInfo":470,"assign_to":471,"module":472},"493a8115-04c8-4d16-9a4b-efdbb565cc71","How to Generate Payroll in Arez","A step-by-step guide to generating payroll in Arez, reviewing calculations, and processing employee payments efficiently.","how-to-generate-payroll-in-arez","2026-07-21T13:59:32.337751Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":474,"title":475,"subTitle":476,"slug":477,"display_order":159,"status":26,"is_public":27,"updated_at":478,"author":29,"authorInfo":479,"assign_to":480,"module":481},"f7748688-67b3-4e45-adc4-266d504aac15","How to Generate a Combined Invoice Report in Arez","A step-by-step guide to generating a complete Combined Invoice Report in Arez.","how-to-generate-a-combined-invoice-report-in-arez","2026-07-21T14:00:18.731402Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":483,"title":484,"subTitle":485,"slug":486,"display_order":168,"status":26,"is_public":27,"updated_at":487,"author":29,"authorInfo":488,"assign_to":489,"module":490},"2d8109e6-c519-4872-bf8c-c99b3fc1b80e","How to Generate an Invoice for a Specific Site","Learn how to generate an invoice for a specific client site by selecting the required site, defining the billing period, and creating the invoice.","how-to-generate-an-invoice-for-a-specific-site","2026-08-03T13:01:37.667364Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":492,"title":493,"subTitle":494,"slug":495,"display_order":177,"status":26,"is_public":27,"updated_at":496,"author":29,"authorInfo":497,"assign_to":498,"module":499},"c4d7355a-82b8-4209-9962-efd672c35fd9","Multi-Tier Management (Parent & Child Supplier Workforce Sharing)","Manage workforce sharing between parent and child suppliers through linked supplier networks.","multi-tier-management-parent-child-supplier-workforce-sharing","2026-08-14T20:26:09.130655Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":501,"title":502,"subTitle":503,"slug":504,"display_order":186,"status":26,"is_public":27,"updated_at":505,"author":29,"authorInfo":506,"assign_to":507,"module":508},"e28633ea-c848-4067-9f72-b893d266cb71","Foot Patrol Guide","Create, configure, assign, and monitor patrol routes within Arez Operate","foot-patrol-guide","2026-08-03T14:38:44.222787Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":510,"title":511,"subTitle":512,"slug":513,"display_order":204,"status":26,"is_public":27,"updated_at":514,"author":29,"authorInfo":515,"assign_to":516,"module":517},"b59f10bf-2496-4350-afbe-0d946a57ef25","Arez Operate Shift Pricing Help Guide","Understanding Pay Rates, Charge Rates, and Pricing Logic in Arez","arez-operate-shift-pricing-help-guide","2026-07-28T12:34:56.390210Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":519,"title":520,"subTitle":521,"slug":522,"display_order":523,"status":26,"is_public":27,"updated_at":524,"author":93,"authorInfo":525,"assign_to":526,"module":527},"eff1b106-8b98-4dd3-93f4-61b77d9843cb","How Rates Work in Arez Operate","Pay Rates, Charge Rates, and Worker Overrides Explained","how-rates-work-in-arez-operate",39,"2026-06-12T13:35:54.520474Z",{"id":93,"first_name":95,"last_name":96,"profileImageUrl":97},[],[],{"id":529,"title":530,"subTitle":531,"slug":532,"display_order":533,"status":26,"is_public":27,"updated_at":534,"author":29,"authorInfo":535,"assign_to":536,"module":537},"df55cbe1-1e99-4fdf-a78a-5407b35ff1b8","Minimum Billing Automation – Arez Operate","Automatically apply minimum billable-hour rules to client invoices and uplift billing hours where worked hours fall below the configured minimum.","minimum-billing-automation-arez-operate",41,"2026-08-17T09:55:10.286957Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":539,"title":540,"subTitle":541,"slug":542,"display_order":543,"status":26,"is_public":27,"updated_at":544,"author":29,"authorInfo":545,"assign_to":546,"module":547},"2e84ae19-b797-49aa-9c1b-9c5640449121","Manual Invoices – Arez Operate","Create and manage manual invoices for client charges, assets, and other billable items.","manual-invoices-arez-operate",42,"2026-08-17T10:22:35.126842Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],[],{"id":550,"name":281,"slug":282,"description":18,"icon":19,"display_order":283,"articles":551,"subcategories":552},"4676bd38-6f09-4fa9-b11c-afbf9a986334",[],[],{"id":554,"name":555,"slug":556,"description":18,"icon":19,"display_order":290,"articles":557,"subcategories":576},"d8405536-838c-466f-92a3-c81f464be470","Worker Guides","worker-guides",[558,567],{"id":559,"title":560,"subTitle":561,"slug":562,"display_order":11,"status":26,"is_public":27,"updated_at":563,"author":29,"authorInfo":564,"assign_to":565,"module":566},"944baada-3a08-40c8-a080-73bb135cf8eb","How to Complete Veriff Identity Verification","Learn how administrators can generate and send a Veriff verification link, and how workers can complete the identity verification process by submitting their identification documents and selfie for approval.","how-to-complete-veriff-identity-verification","2026-08-04T12:38:52.330642Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":568,"title":569,"subTitle":570,"slug":571,"display_order":283,"status":26,"is_public":27,"updated_at":572,"author":29,"authorInfo":573,"assign_to":574,"module":575},"5791da4f-11ac-4036-ac8e-37471f2e3652","How to Book On and Book Off Using the Arez App","A Step-by-Step Guide to Booking On and Booking Off Using the Arez App","how-to-book-on-and-book-off-using-the-arez-app","2026-08-03T13:10:59.711812Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],[],{"id":578,"name":579,"slug":580,"description":18,"icon":19,"display_order":41,"articles":581,"subcategories":600},"06e69e44-db5f-4f6a-aa6b-ee5a6d2780c8","Supplier Guides","supplier-guides",[582,591],{"id":583,"title":584,"subTitle":585,"slug":586,"display_order":11,"status":26,"is_public":27,"updated_at":587,"author":29,"authorInfo":588,"assign_to":589,"module":590},"7d684e15-d686-4c96-8113-90bb3170f04f","How to Add a Worker as a Supplier\u002FService Partner","Learn how to invite workers using a signup link or manually add them to your supplier workforce in Arez.","how-to-add-a-worker-as-a-supplierservice-partner","2026-08-03T13:09:08.588925Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":592,"title":593,"subTitle":594,"slug":595,"display_order":283,"status":26,"is_public":27,"updated_at":596,"author":29,"authorInfo":597,"assign_to":598,"module":599},"7aac7b8f-bdc1-45e6-8d6b-79c727223d6a","Add a Worker Rota as a Supplier\u002FService Partner","Learn how to add workers to the rota, assign shifts, and manage schedules as a Supplier or Service Partner.","add-a-worker-rota-as-a-supplierservice-partner","2026-08-17T09:44:38.501672Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],[],{"id":539,"author_info":602,"category_info":603,"subcategory_name":606,"published_by_infoame":19,"Helptags":609,"title":540,"subTitle":541,"slug":542,"content":610,"file":19,"summary":32,"sumy_summary":32,"status":26,"featured":611,"view_count":283,"helpful_count":612,"unhelpful_count":612,"display_order":543,"seo_title":32,"seo_description":32,"is_public":27,"assign_to":613,"module":614,"created_at":615,"updated_at":544,"published_at":19,"last_embedded_at":616,"subcategory":336,"category":328,"author":29,"published_by":19,"tags":617},{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},{"id":328,"name":329,"slug":330,"description":331,"icon":332,"display_order":283,"is_active":27,"created_at":604,"updated_at":605},"2026-01-27T15:13:55.995112Z","2026-08-17T08:13:02.510581Z",{"id":336,"name":16,"slug":17,"description":18,"icon":19,"display_order":11,"is_active":27,"created_at":607,"updated_at":608,"category":328},"2026-01-27T16:07:03.531992Z","2026-07-22T09:35:29.165662Z",[],"\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Manual Invoices – Arez Operate\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Overview\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Manual Invoice\u003C\u002Fstrong> feature in Arez Operate allows users to create invoices directly without relying on approved timesheets.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This is useful when you need to raise an invoice for specific client charges, assets, equipment, materials, or other billable items that need to be added manually.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can select the client and site, add one or multiple line items, review the estimated invoice total, create the invoice, update its status, and then send it by email or save it as a PDF.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>What is a Manual Invoice?\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A \u003Cstrong>Manual Invoice\u003C\u002Fstrong> is an invoice created by manually adding the items or charges that need to be billed to a client.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Unlike the standard \u003Cstrong>Create Invoice\u003C\u002Fstrong> option, which generates invoices from approved timesheet data, the \u003Cstrong>Manual Invoice\u003C\u002Fstrong> option lets you define the invoice charges yourself.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This gives you flexibility to invoice for additional items or charges that are not generated through the normal timesheet-based billing process.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 1: Open Invoices & Billing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 1: Navigate to Invoices & Billing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">From the left-side navigation menu:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Reports & Finance\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Expand \u003Cstrong>Finance & Payroll\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Invoices & Billing\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Invoices & Billing\u003C\u002Fstrong> page will open, displaying existing invoices and their current statuses.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can also use the available tabs to view invoices by status, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">All\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Draft\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Posted\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Credit\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Cancelled\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fad974f94-577f-474c-8008-3575da6fa7cd\u002F20260817061742\u002Fpasted-image.webp\" alt=\"The Invoices & Billing page will open, displaying existing invoices and their current statuses.\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 2: Start a Manual Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 2: Open the Invoice Menu\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the \u003Cstrong>+ Invoice\u003C\u002Fstrong> button in the top-right corner.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Two options are displayed:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Create Invoice\u003C\u002Fstrong> – generates an invoice from approved timesheets.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Manual Invoice\u003C\u002Fstrong> – allows you to manually add charges or assets to an invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select \u003Cstrong>Manual Invoice\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F50525e8b-3c51-4c5c-bed3-aaa97fb7edc5\u002F20260817061824\u002Fpasted-image.webp\" alt=\"Click the + Invoice button in the top-right corner.\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 3: Enter the Invoice Details\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Manual Invoice\u003C\u002Fstrong> window will open.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 3: Select the Client\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use the \u003Cstrong>Client\u003C\u002Fstrong> dropdown to select the client for whom you want to raise the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once the client is selected, the invoice summary will update accordingly.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F587fff8f-1c76-4526-8756-325ff8444019\u002F20260817061849\u002Fpasted-image.webp\" alt=\"Use the Client dropdown to select the client for whom you want to raise the invoice.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 4: Select the Site\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use the \u003Cstrong>Site\u003C\u002Fstrong> dropdown to select the relevant client site.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This identifies the site the manual invoice relates to.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F57b32ec6-2091-4290-baa4-697d93872b00\u002F20260817061922\u002Fpasted-image.webp\" alt=\"Use the Site dropdown to select the relevant client site.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 5: Review the Invoice Information\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review or enter the invoice information displayed in the form, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Issue Date\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Due Date\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Invoice Number\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>VAT %\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A \u003Cstrong>Summary\u003C\u002Fstrong> panel on the right displays the current invoice information, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Issue Date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Due Date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">VAT\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Estimated Total\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The estimated total updates as line items are added.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F51c8fd71-bec8-4093-b683-2e2f026d0e77\u002F20260817061950\u002Fpasted-image.webp\" alt=\"A Summary panel on the right displays the current invoice information, including:\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 4: Add Line Items\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 6: Add a New Line Item\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Under \u003Cstrong>Line items\u003C\u002Fstrong>, use the \u003Cstrong>Add new line item\u003C\u002Fstrong> section to enter the charge that should appear on the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Depending on the item being added, you can use fields such as:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Parts Category\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Description\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Qty (hrs)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Price\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>VAT %\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Enter the required information for the charge.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F37869a0f-62ec-402c-afe6-78994ce9c992\u002F20260817062006\u002Fpasted-image.webp\" alt=\"Under Line items, use the Add new line item section to enter the charge that should appear on the invoice.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 7: Add the Item to the Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once the details are entered, click \u003Cstrong>+ Add Item\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The item will appear under \u003Cstrong>Added line items\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The added line displays information such as:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Description\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Quantity\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Price\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">VAT\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Amount\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The invoice \u003Cstrong>Estimated Total\u003C\u002Fstrong> is also updated.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F87ef956a-8bca-4e83-b91b-afb76fbd7875\u002F20260817062036\u002Fpasted-image.webp\" alt=\"Add the Item to the Invoice\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 8: Add Multiple Line Items\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can add more than one charge to the same manual invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Repeat the line-item process for each additional item you need to include.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">All added items will appear in the \u003Cstrong>Added line items\u003C\u002Fstrong> section.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If an item has been added incorrectly, use the \u003Cstrong>Delete\u003C\u002Fstrong> icon next to the relevant line to remove it before creating the invoice.\u003Cbr>\u003Cbr>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F3e67f43e-48a3-458d-9742-1566e6ecc50d\u002F20260817062050\u002Fpasted-image.webp\" alt=\"You can add more than one charge to the same manual invoice.\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 5: Create the Manual Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 9: Review the Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Before creating the invoice, review:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Selected client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Selected site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Issue date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Due date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">VAT\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Added line items\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Estimated total\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Make sure all information is correct.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 10: Create the Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Create manual invoice\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The invoice will be created and added to the \u003Cstrong>Invoices & Billing\u003C\u002Fstrong> list.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Manual invoices are identified with a \u003Cstrong>Manual\u003C\u002Fstrong> label, making them easy to distinguish from invoices generated through the standard timesheet workflow.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The newly created invoice will normally appear near the top of the invoice list.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fba9dc98e-2307-4239-a65c-6164e2d043c9\u002F20260817062112\u002Fpasted-image.webp\" alt=\"The invoice will be created and added to the Invoices & Billing list.\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 6: Open and Review the Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 11: Open the Manual Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the invoice number to open the newly created invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Company Invoices\u003C\u002Fstrong> page displays the invoice details.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can review:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice Number\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Issue Date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Payment Due Date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">VAT\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total Amount\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Individual line items\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Charge Rate\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">VAT Amount\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Final Amount\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Payment Information\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The totals section shows the complete invoice calculation, including the amount before VAT, VAT amount, and total invoice value.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F50a59c22-0657-4b92-82a4-0b1acaee5680\u002F20260817062137\u002Fpasted-image.webp\" alt=\"The totals section shows the complete invoice calculation, including the amount before VAT, VAT amount, and total invoice value.\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 7: Add or Remove Line Items After Creation\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The invoice detail page includes a \u003Cstrong>+ Add Line Item\u003C\u002Fstrong> button.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can use this option if another manual charge needs to be added to the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Existing line items also include a delete option, allowing items to be removed where required.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review the invoice totals again after making any changes.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fad0949a0-e3c9-4639-9a80-4d98c46f0e28\u002F20260817062153\u002Fpasted-image.webp\" alt=\"Add or Remove Line Items After Creation\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 8: Update the Invoice Status\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The current invoice status is displayed in the top-right corner of the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use the status dropdown to update the invoice as it progresses through the billing process.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Available statuses shown in the system include:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Draft\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Posted\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Awaiting Approval\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Credit\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Cancelled\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the appropriate status according to the invoice's current stage.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Note:\u003C\u002Fstrong> Make sure the invoice has been reviewed before changing it from Draft to the next required status.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F54166f9c-65d7-4e4f-bdfd-ea0edff512df\u002F20260817062215\u002Fpasted-image.webp\" alt=\"Make sure the invoice has been reviewed before changing it from Draft to the next required status.\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 9: Send or Export the Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 12: Open Actions\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the \u003Cstrong>Actions\u003C\u002Fstrong> dropdown at the top of the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Available options include:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Send email\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>PDF\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Delete invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Send Email\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select \u003Cstrong>Send email\u003C\u002Fstrong> when the invoice is ready to be sent electronically.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Save as PDF\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select \u003Cstrong>PDF\u003C\u002Fstrong> to generate or save a PDF version of the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This can be useful if the invoice needs to be shared separately or stored outside the system.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Delete Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use \u003Cstrong>Delete invoice\u003C\u002Fstrong> only where the invoice should be removed.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fe11e38ea-9134-45f3-99fa-ec8058332b17\u002F20260817062258\u002Fpasted-image.webp\" alt=\"Use Delete invoice only where the invoice should be removed.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Important Manual Invoice Behaviour\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Manual Invoices are not generated from timesheets\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A Manual Invoice is created from the line items you enter manually.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Multiple line items can be included\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can add multiple charges, assets, parts, or other billable items to the same invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Invoice totals update automatically\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">As items are added, the estimated invoice total updates based on the quantity, price, and VAT entered.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Manual invoices are clearly identified\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoices created through this process appear with a \u003Cstrong>Manual\u003C\u002Fstrong> label in the invoice list.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Status can be managed after creation\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The invoice status can be updated from the invoice detail page as it moves through the billing process.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Invoices can be sent or exported\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once the invoice is ready, it can be sent by email or exported as a PDF.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Key Points\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Navigate to \u003Cstrong>Reports & Finance → Finance & Payroll → Invoices & Billing\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>+ Invoice → Manual Invoice\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the required \u003Cstrong>Client\u003C\u002Fstrong> and \u003Cstrong>Site\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review the issue date, due date, invoice number, and VAT.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Add one or more manual line items.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>+ Add Item\u003C\u002Fstrong> for each charge.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review the estimated total before creating the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Create manual invoice\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the invoice from the invoice list to review the full details.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Update the invoice status when required.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use \u003Cstrong>Actions\u003C\u002Fstrong> to send the invoice by email or save it as a PDF.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Manual Invoices provide a flexible way to raise client invoices for charges that are not generated through the normal timesheet billing process.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Users can manually select the client and site, add the required billing items, review totals, create the invoice, manage its status, and send or export the completed invoice directly from Arez Operate.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Summary\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Manual Invoices in Arez Operate allow users to create client invoices without using timesheet data. Select the client and site, add one or multiple billable line items, review VAT and totals, then create the invoice. Once created, the invoice can be reviewed, updated through its status workflow, sent by email, or exported as a PDF.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>",false,0,[],[],"2026-08-17T06:17:14.492966Z","2026-08-17T06:25:05.737001Z",[],[619,620,621,622,623],{"id":529,"title":530,"subTitle":531,"slug":532},{"id":592,"title":593,"subTitle":594,"slug":595},{"id":583,"title":584,"subTitle":585,"slug":586},{"id":501,"title":502,"subTitle":503,"slug":504},{"id":429,"title":430,"subTitle":431,"slug":432},1786972979226]