User Guide
Everything you need to know to make the most of Papilio.
Invoicing Procedure
Papilio uses a three-step invoicing workflow that links billable work directly to generated invoices.
Add Invoice Items
Navigate to the relevant Service → Financials tab → click Add Invoice Item. Select the resource, enter the billing amount, and define the service period. Repeat for each billable item on the engagement.
Generate the Invoice
Go to the main Invoices module → navigate to Service Import Requests. Select the invoice items queued from your services and click Generate Selected to create a draft invoice.
Edit & Send
Open the draft invoice from the Drafts section. Review and adjust taxes, discount, and line items as needed. Click Save to finalise, then Send to email the invoice directly to the client.