Billing straight from procurement

Turn sourced items into an invoice in two clicks

Instead of retyping what you've already sourced and approved, bill directly from a room or project's item list.

Every item shows its billing status at a glance:

• Uninvoiced — not on any invoice yet
• Drafted — sitting on a draft invoice (not sent yet)
• Invoiced — on a sent, paid, or otherwise finalized invoice

From Room Details or the Items list

1. Select the items you want to bill (multi-select, up to 200 at a time), or use one of the presets:
   • Bill uninvoiced approved — every approved item in the room that hasn't been invoiced yet
   • Bill received items — every received item that hasn't been invoiced yet
2. Click Add to invoice. Choose to start a new draft or append to an existing draft for the same project.
3. Review pricing (it's calculated the same way as manually building an invoice — nothing is re-typed or re-priced by hand) and send when ready.

Double-billing protection

If any items in your selection are already on an invoice, Mortar flags all of them at once and asks you to confirm before proceeding — nothing in the batch is silently dropped, so a selection of 50 items with one already-billed item won't quietly lose the other 49. Nothing gets billed twice unless you explicitly confirm it.

FAQ

Can I add more items to a draft invoice later? Yes — append more billed-from-items lines to the same draft, or edit it directly (see Creating and sending invoices).

What counts as "received" for the received-items preset? Items marked as received in your procurement tracking for that room/project.

Is there a limit to how many items I can bill at once? Yes, there's a per-batch cap of 200 items — for larger batches, split into more than one invoice.