Billing for your services is available in different places in Cognito-app :
A - In the left menu, select “Billing” , which will allow you to:
Create an invoice
View the invoices that will be sent automatically by Cognito-app according to your instructions
View invoices awaiting payment
View draft invoices
View upcoming recurring invoices
B - Directly in an activity (meeting, call, training, etc.)
In the “Billing” tab below the activity planning. In this tab you can invoice your services immediately or later and you will have access to the invoicing details of the meeting .