To Create an Invoice from an Activity September 25, 2019 14:59 Updated 1. From the Activity Record, navigate to the Billable tab. Figure: Billable Tab on Activity Screen. 2. Confirm that the Billable checkbox is checked and the Bill To account information is selected. 3. Click the Convert to Invoice button. You will receive the following message. Click Yes. Figure: Billable Tab on Activity Screen. 4. The following message will display. Click Yes. Figure: Run on Selected Invoices. 5. Information about the newly created invoice will display on the Billable tab. You can open the Invoice within the Invoice DMC. Figure: Billable Tab Displaying Invoice Information. Related articles To Modify (or Remove) a Linked Invoice from the Activity Types of Billing Behavior (Bill vs No Charge) How to Track Time in OfficeTools Comments 0 comments Please sign in to leave a comment.