Finance Workflow

Modified on Mon, 20 Jun, 2022 at 1:40 PM

This workflow will guide you through invoicing in iCFM.

Generally you will either create Invoices for a Project:

Once the Quote is Confirmed (e.g. "First 50% deposit invoice), or
At the end of the Project, once all the costs are in

Whether you are a Producer or part of the Finance team this guide outlines the steps to invoicing in iCFM. Please follow the links to find the relevant instructions for each step:

Create a Billing Approval
Create an Invoice
Reconcile your Project

For more options related to any area of iCFM you can head to the Solution Home and navigate to the relevant sections of the knowledge base.