Create an invoice

This dialog walks you through three steps to create an invoice: choose the source (work document or timesheet), select the document / client, then set the period before confirming.

info

The title shown is Create Invoice. Contextual help for the dialog covers this three-step flow.

Prerequisites

• You must be signed in to Sequentia.
• A workspace must be selected.
• The Billing module must be enabled on the workspace.
• You need permission to manage invoices to open the Invoices page and the related menu. Without it, the Invoices menu item is hidden and access is blocked.
• Depending on the source:
  • Work document: at least one document with status Done, with an associated client.
  • Timesheet: first open a timesheet (time tracking / timesheets page), then start creation from its toolbar — this dialog alone does not list timesheets.

Open the dialog

From the Invoices page

1. Open the Invoices page.
2. On the Invoices (active) segment, click Create Invoice (add row or empty state).
3. The Create Invoice dialog opens at step 1.

From a timesheet

1. Open a timesheet (timesheets page, preview, or document view).
2. Click Create invoice(s) (toolbar / actions label).
3. The dialog opens already in timesheet mode:
   • one client → data loads automatically;
   • multiple clients → you must select the client first.

tip

If you choose “From a Timesheet” from the Invoices page without a timesheet already open, a message asks you to go to the timesheets page (button Go to Timesheets Page).

Step 1 — Select an option

Choose how to create the invoice:

Option	Label	Effect
Work document	From a work document	Goes to step 2 with the list of Done documents.
Timesheet	From a Timesheet	Goes to step 2 (client / summary, or redirect to timesheets).

Clicking an option opens step 2 immediately. You can also use Next if an option is already selected (default: work document).

Step 2 — Work document or timesheet

The second stepper label shows your workspace’s configured work document label (often “Work document”).

From a work document

1. Search in the bar (name, description, sequence number, creator, status).
2. Click a document to select it (visual checkbox).
3. Only documents with status Done are listed.
4. Click Next (enabled only when a document is selected).

For each document, the interface typically shows: number (#…), name, description, creator (or first member), start / creation date, and status badge.

On selection, Sequentia prepares for the invoice:

• the document’s client;
• activities that are completed, not already invoiced, within the document period;
• related tickets;
• document line items not yet invoiced;
• the initial period (document dates).

From a timesheet (timesheet already open)

• Multiple clients: Select Client card — pick the relevant client.
• Client chosen (or only one client): Timesheet Information card (client, period, activity count).

If a sent invoice already exists for the same period and client, an Invoice Already Sent alert offers Cancel or View Invoice.

Step 3 — Select the period

1. Click the Period row to open the date filter.
2. Adjust start and end: activities included in the invoice follow this range.
3. Click Create.

After success:

• message Invoice created successfully #…;
• the dialog closes;
• from Invoices, the new invoice opens (draft) — alerts may ask you to complete the company address or client contact details if missing;
• from a timesheet, you are generally redirected to the invoice / Invoices page depending on the entry point.

Forgotten activities

If you narrow the period so that some already loaded activities fall before the start date, a red Forgotten Activities panel offers:

Action	Effect
Link to Current Invoice	Confirms, then extends the period and reincludes those activities in the invoice being created.
Create New Invoice	Confirms, then creates a separate invoice for those forgotten activities.

Messages and edge cases

Situation	Behavior
Work document client not found	Error alert: “The client associated with the work document could not be found…”
Timesheet with no billable activity	No Activities alert: check that activities are completed and not already invoiced.
Invoice already sent (same period + client)	Invoice Already Sent alert with option to view it.
No Done documents / empty search	“No results” message in the list.
Close icon (X)	Closes without creating.
Help icon (?)	Opens contextual help for this dialog.
Back	Returns to the previous step.

What this dialog does not do

• Edit detailed invoice content (lines, taxes, send): that happens after opening the created invoice.
• Pick a timesheet from a list when starting from Invoices: you must start from the timesheet.
• Create an invoice from a document that is not Done: only Done documents appear.
• Invoice activities already linked to an invoice or not completed (no end time).

In-app help

In the dialog header, the help icon opens contextual help Create an invoice, linked to the Invoices page.

To confirm with product

• The period label on step 3 is hardcoded in French in the interface (du … au …), regardless of UI language. Confirm whether bilingual wording is required.
• Confirm the label displayed for permission to manage invoices in the roles manager (e.g. “Manage invoices”).
• From the Invoices page, the “timesheet” path does not load any timesheet in the dialog: confirm whether in-dialog selection is planned later.
• After creation from some timesheet views, navigation / opening the invoice differs. Confirm the single expected product flow.
• Already invoiced document items are excluded; confirm the desired user message when a work document has neither activities nor items to invoice (the work-document path does not show the “No Activities” alert used on the timesheet path).