Select the create tab in green top right > Invoice

Select invoices tab > New Invoice

Create an Invoice via the Clients Tab:

Select your client > +New Invoice or +invoice client

Select the projects tab > select the project > + Invoice project

When you select to create an invoice via the +Create tab, invoices tab and clients tab you will be prompted to select from the options.

For an existing project simply select the project from the drop down menu of options

Once you have selected your project select > Next and select which terms you would like to invoice. These terms you have already set up within the project terms.

Simply select the terms you wish to invoice and select next and your invoice will be created. You can then edit or save your invoice by selecting the options tab top left or select next to send your invoice to your client for payment.

For a new project simply enter in the project name and select > next and follow the prompts to create your project, project terms and invoice for your client.

Select an existing client or create a new client

Set up your project terms and services you will be invoicing for the project and select > Next

Select the terms you want to invoice for your newly created project and select > next

Once you select > next your invoice will be created and you can save it as a draft or make any edits via the options tab top left

Select Invoice settings tab to make any changes to your invoice settings

You can edit settings such as:

You can also select to update any of these settings as your default settings by selecting the option to "use these settings on all future invoices"

Save invoices as a draft by selecting the save and close option, or simply send it to your client by selecting the next top right and selecting to send it.

You can also select an email template or create a new email template. You can switch between email templates and you can also access these via your settings tab > templates tab where you can create, manage and edit your library of templates. See more via this FAQ article on how you can create email templates

For A Quick Invoice (quick invoices are not attached to projects) > select Just a Quick Invoice and select next. Simply follow the prompts to enter in what you are invoicing (line items/services/rates) and create your invoice.

Enter in a description, qty and rate for your line items/services.

You can add in multiple line items by selecting > Add Line Item

Once you are ready select > next and select if required your client or add in a new client

Once you select or add your new client you will then see the quick invoice created ready to save or send.

You can view all invoices via the Invoices tab

Hover your mouse to the right of each invoice to view and select from the quick icon options or 3 dot ●●● menu icon.

Once you are in the "Compose Email" section before sending your invoice select the > Add Files To This Invoice Email option

You will then be prompted to select from files on your PC/Files folder to attach.

Once you have attached your file you will see it attached and an option to delete it as well by selecting the X option to delete.

Once you select to send the invoice along with any attachments your client will then receive the invoice and any attachments as well as the invoice pdf.

Tips