This guide includes
Product steps, setup guidance, and a final check
You will work in
Billing
Prepare
Before you start
Check your access
Make sure you can open the Billing area and edit the records used in this guide. If an action is missing, ask an account administrator to review your role.
In the product
Do this in Arcova
- 1
Start an invoice
Go to Billing, Invoices, then select Create Invoice.
- 2
Choose the customer and period
Select the client and the billing period that contains the approved work.
- 3
Review billable work
Confirm the included hours, contract rates, adjustments, customer details, and invoice dates before continuing.
- 4
Generate the invoice
Select Generate Invoice and open the new invoice for a final review.
- 5
Approve before delivery
Resolve any warning, confirm the total, and approve or send the invoice only when the preview matches the work you intend to bill.
Recommended setup
Confirm billing inputs are approval-complete
- 1
Use only approved worked-time records as billing source.
- 2
Resolve unresolved exceptions before invoice generation.
- 3
Validate bill rates and client terms before run.
Recommended setup
Generate and review invoice batches
- 1
Run invoice workflows by billing period and customer profile.
- 2
Review charge-level details for large or high-variance clients.
- 3
Finalize and publish invoices with auditable source records.
Recommended setup
Track cycle time and dispute risk
- 1
Measure days from shift completion to invoice sent.
- 2
Flag recurring dispute categories for operational correction.
- 3
Use cycle metrics to improve cash conversion performance.
Final check
You are done when
Approved work has been added to the invoice and the hours, rates, customer details, and total have been reviewed before sending.
Something does not match what you see?
Include the page, the step, and any message you received.