Introduction

The UnitusTI Simple Invoicing Tool offers a quick and agile way to create and manage invoices by integrating client information, service codes, and calendar events.   This tool is designed for users who currently manage invoices manually or with spreadsheets, providing the advantage of securely storing payment information within the center's database, alongside other relevant data.   It is not intended to be a comprehensive accounting solution.

How to access  Simple Invoicing

To access the Simple Invoicing Tool, you must have the "Invoice Manager" Security Role assigned to your profile.   Please contact an administrator in your organization for assistance with role assignment.

Once the role is assigned, you can find the tool by navigating to:

Center -> Simple Invoicing

How to open the Simple Invoicing User Guide

Simple Invoicing includes a built-in User Manual that can also be used as a self-paced course.  You can launch it directly from the tool by opening the ⋮ menu inside the Simple Invoicing Tool.

Explore the contents at your own pace as a user guide, or challenge yourself by completing the evaluations - and become a master of Simple Invoicing in UnitusTI!