Client Invoicing

The Client Invoicing page (under Setup in the sidebar) is for tracking which completed visits you've already billed your clients for. It's separate from your provvio subscription billing.

Accessing Client Invoicing

Go to Client Invoicing in the sidebar. You'll see totals for Total Visits, Unbilled and Invoiced, and a table of completed visits with filters for:

• Start Date and End Date
• Client and Site
• Status - All, Unbilled or Invoiced

Marking Visits as Invoiced

1. Filter to the visits you've just billed (e.g. this client, last month, Unbilled)
2. Tick the Invoiced checkbox on each visit you've billed

provvio records the date and which user marked each visit, so you have a clean trail of which visits have been billed and when. Untick the box if you marked a visit by mistake.

Common Workflows

• Month-end run - filter by client, date range, and Unbilled; click Export CSV, raise the invoice in your accounting system, then come back and tick Invoiced on those visits.
• Per-job billing - for one-off jobs, tick each visit as you bill it.

Tips

• Combine with Compliance Audit Trail to be sure only verified visits are billed
• Use Reports require approval before sending on clients where you want to check each report before you bill
• Visit-level invoiced status doesn't push to your accounting system - provvio is the system of record for *what was done*; your accounting tool stays the system of record for *what was billed*