Guided screenshots, not live forms. Fictional public-demo data. No production account, live AI, email delivery or money movement.
Billing review Step 23 of 33
Build an invoice from reviewed work
Your action
Review the invoice ledger and click New invoice. The new time and courier cost total $522.50 before any tax.
Highlighted controls
- Start a draft invoice
Value to the firm
A source-based invoice reduces rekeying and makes each billed amount traceable to approved work.
Presenter notes: purpose, business value and limitations
The other invoices and outstanding balances are pre-existing fictional fixtures. We create a separate invoice for this walkthrough, not a replacement for the older partially paid Cedar Ridge invoice. Only approved, billable, unbilled source records are eligible.
Business value: A source-based invoice reduces rekeying and makes each billed amount traceable to approved work.