Navigate to invoices -> trips to bill
Apply the filters like date or resource to narrow down your selection(see also 👉Customise the invoice page)
Select the trips/costs you would like to add to your selfbill and click on "create purchase invoice" button:
Make selection of the invoice preferences and select '"create billing proposal" as an action and save the settings:
In the draft willing proposal, you will be able to see order and trip details where you can add/edit data. In your selfbill you can:
Edit the date details
Edit the costs charge details
Add extra info/documents
Add trips or extra standalone costs
Execute the selfbill creation task
Once you have executed the task of creating PDF selfbill, the status of your draft selfbill will change to "billing proposal" and you will see the preview of the document generated in your selfbill page.
⚠️ This task of creating selfbill or sending it to the subcontractor is configured by our support team as customer specific. The order or of these tasks may change or get configured according to the operation of our customers. Find more info on 👉Tasks in Configuration
Once you have created the selfbill and you have received an invoice from the subcontractor, you can further process creating the 👉 purchase invoice.