Billing Agent · Guide
Approve an invoice drafted from a milestone
A finished milestone becomes an invoice draft, with lines from the time log grouped by task and rate. You check it, then it is sent.
Step by step
Open Billing Agent, then the Invoices tab.
Open the draft. Check the lines, the hours, the rates and the total with VAT.
Approve it. By default it becomes a draft in Xero. You can choose to have it issued and emailed to the client instead.
Automatic sends wait in Going soon for 10 minutes, so you can cancel one before it goes.
Good to know
- Send milestone invoices by themselves is off until you turn it on.
- Automatic sends go only on weekdays, from 09:00 to 17:30. The wait can be set from 2 to 120 minutes.
About the Billing Agent: what it does, step by step.
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Related guides
- Chase a late invoice politelyThe Billing Agent prepares a polite reminder for each late invoice and keeps going until your accounts show it paid.Billing Agent → Chasing
- Connect Xero, QuickBooks or SageThe Billing Agent drafts invoices in your accounts and reads when they are paid. The AI CFO Agent reads Xero's bank transactions.Connections