Create an invoice
Issue an invoice from the Money page and edit its line items right on the page.
Start a new invoice
- 1
Go to Money and open the Invoice tab.
- 2
Click New invoice.
- 3
Enter an Invoice name and choose a Client and Project. None of the fields are required.
- 4
Check the Due date, which defaults to 14 days from today, then click Issue invoice.
Add line items
Edit the items table directly on the page. Each line has an item, quantity, unit price, discount and VAT. An invoice needs at least one line item.
Settings in the right panel
- Info tab: client, project, Issued by (billing entity), issue date, due date, Credit (days), Reference no., Client PO number, invoice language and currency.
- Payment method: choose the method printed at the bottom of the invoice, or Don't show payment method.
- Tax: set Withholding tax % for the whole invoice.
- Style tab: pick an invoice template, theme, colors and font.
Send it to your client
Click Send to client, then pick a recipient and a channel such as email or a connected chat. You can also Copy link, Download PDF or Print.
If your workspace requires approval before sending, click Request approval first. The invoice can go to the client once an approver clicks Approve.
If a client accepted a proposal, use Issue invoice from this proposal to create an invoice with the same items.
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Recurring bills
Set the amount and billing cycle once, then invoice every cycle.