Creating a new invoice

Table of Contents

To choose the client and what hours and expenses to invoice:

  1. Click on the “Invoices” tab in the main menu.
  2. Click the “Create Invoice” button.
  3. Choose the client you want to invoice.
  4. Choose what hours and expenses you want to invoice. You can select All uninvoiced billable hours or All uninvoiced billable expenses, or choose a specific time range.
  5. Click “Next”.

Customizing the Invoice Form #

To customize the invoice form:

  1. Click on the “Invoices” tab in the main menu.
  2. Choose the client and what hours and expenses to invoice.
  3. Click “Next”.
  4. Customize the invoice form. You can add VAT, discount, and choose the currency from a dropdown menu. All billable hours and expenses for the client will be displayed in the invoice form automatically.
  5. Click “Save”.