Create and send an invoice

Go to the finance menu in the top bar and choose Invoices. The totals at the top show Total Invoiced, Total Draft, Total Awaiting Payment and Total Overdue. Each invoice shows its number, scope, organisation, customer, who it’s billed to, issue and due dates, and the amounts invoiced, paid and outstanding. Overdue dates are shown in red.

1. Open the finance menu and choose Invoices.
2. Click New Invoice.
3. Choose how to build it:
   • Create a Blank Invoice – add your own line items.
   • Time & Expense – create an invoice from logged time and expenses.
   • Using Scope – choose a client and an approved or pending scope. The scope total is shown before you create it.
4. For this example, click Create next to Create a Blank Invoice.
5. Choose the Client. Bill to, the Invoice Number and the currency fill in for you. Check the Date Of Issue and Due Date, and link a Scope if the invoice relates to one.

The animation below walks through these steps.

6. Check the currency, choose Tax Exclusive or another tax mode, and turn on Repeat if this should be a repeating invoice.
7. For each line, enter a Description, choose an Account (for example 201 – One-Off Sales), and enter the Qty, Unit Price, Discount % and Tax Rate %. Click Add New Item for more lines.
8. Check the Sub Total, GST, Total and Amount Due.
9. Click Save as draft to finish later, Approve to approve it, or Approve and Email to approve it and email it to your client.

The animation below walks through these steps.

• The default due date, sender name, reply-to address and overdue reminders come from your invoicing settings. See Configure your finance settings.
• Let clients pay by card. See Take card payments with Stripe.
• Invoices also appear in the project’s Billing area and Documents. See Find your way around a project.