Running monthly billing

Generate invoices for everyone in your workspace at the end of each month.

Generate invoices

  1. Open Settings → Monthly billing.
  2. Pick the month you want to bill.
  3. Review the per-member breakdown — bookings, adjustments, totals.
  4. Click Generate to create invoices for everyone, or use the per-row Generate buttons to do it one at a time.

Email invoices

Once generated, use Email all to send the invoices, or send them individually from each member's invoice page. Invoices are PDFs with your logo and ABN.

Download a CSV

Need a copy for your accountant? Each month has a Download CSV button that exports the breakdown for that month.

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