You might want to generate invoices manually for a month or period to confirm the accuracy of the system or to generate backdated invoices. The manual process is just clicking the “Generate Invoice” button on the billing contract and selecting the period for which you want to create the invoice. The system bills in advance of the cycle. The invoice record can then be viewed in a document (using the invoice document template set up for you).
Note: Work 365 does not automatically email the invoices to the customer.