Ready to bill your client? Head over to Invoices. Here you can see and manage all drafted, sent, and paid invoices. To create a new invoice, click the “New Invoice” button. You can create an invoice based on a project or create a manual invoice. If you want to just send a quick invoice that is unrelated to a project, click the “Manual Invoice” button. Enter the client details and invoice items (you won’t be able to add tracked time).
To create an invoice for a project, choose the project from the drop-down. You can complete an invoice in 4 quick steps:
- Enter general information, such as sender and client address.
- Add your invoice items. You can either enter your invoice items manually or choose tracked worked sessions.
- Choose your preferred payment method and enter any conditions and notes.
- Decide on a style. Some styles are more minimalistic while others allow you to add your logo and header.
Once you’re ready, send the invoice to your client’s email address. The client can then view and pay the invoice via your indicated preferred method of payment. You’ll also receive a notification that the invoice was paid.