Prismara ERPHow-to guide
Raise an invoice
Invoices in Prismara ERP are built from work that has already been approved, so you only bill what has been checked.
Before you begin
Section titled “Before you begin”- You need the Finance or Project manager role in Prismara ERP.
- Time and expenses must be Approved and marked Billable. Unapproved items don’t appear.
Create the invoice
Section titled “Create the invoice”-
In Prismara ERP, select Invoices > New invoice.
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Choose the Customer, for example
Contoso, and the Project. -
Set the Period, for example 1 September 2026 to 30 September 2026.
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Select Find billable items. Prismara ERP lists approved time, approved recharged expenses and resale items not yet invoiced.
Screenshot pendingThe Find billable items panel listing time, expense and resale lines with checkboxes -
Clear the checkbox next to anything you don’t want to bill this time. Unselected items stay available for a later invoice.
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Choose how time appears: One line per person and task or Summarised by task.
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Select Create draft.
Check and issue the invoice
Section titled “Check and issue the invoice”-
Review each line, the VAT rate and the Total.
Screenshot pendingA draft invoice showing lines, subtotal, VAT and total -
Select Preview to see the PDF.
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Select Issue. Prismara ERP gives the invoice its number and locks it.
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Select Send to email it to the customer’s billing contact, or Download PDF.
Screenshot pendingAn issued invoice with the Send and Download PDF buttons
Verify
Section titled “Verify”Open Invoices and check the invoice shows Issued or Sent. The time and expenses you billed now show Invoiced on the project.