Create and Edit an Invoice

Bill a client for any work, from your services or a line you type, and change the invoice later if you need to.

Overview

This guide goes through the Create invoice page and the Edit invoice page.

Who Can Access

Team members need Create Invoices to create and Edit Invoices to edit.

Create an Invoice

1. Open the form

   Go to Invoices and click Create Invoice. You can also create one from an order.

2. Choose the client and dates

   Under Invoice Details, pick the client in Select Client. The Due Date starts a week from today. Currency starts on your workspace currency; pick another and the prices are converted with the multiplier in Payment Settings.

   

3. Add the items

   Under Invoice Items, pick a service or type your own item, add a description, the Qty and the Price. The service’s price is filled in and you can change it. Add Invoice Item adds a line. Recurring services aren’t listed: bill them with a subscription.

   

   Enter a Discount and Tax as percentages. The tax starts from your active tax rule for the client’s country.

4. Choose the options

   Write your terms under Payment terms and notes. Tick Send email notification to email the invoice when you save. Tick Allow partial upfront payment and enter the amount if the client should pay part now; the rest becomes a new invoice once they pay.

5. Save

   Click Save Invoice, or Save & View to open it. The page shows Draft while you work, but the invoice is saved as Unpaid straight away and your client can see it in their portal.

Edit an Invoice

Click Edit on the invoice. You can change the Invoice Status, the client, the due date, the items, the discount, tax and the options; the number and currency stay as they are. Click Save Changes. Changing the status to Paid or Refund does the same as the Mark as Paid and Refund buttons, including the email to the client.

Good to Know

• An invoice can’t come to zero.
• Your plan sets how many invoices you can create.
• Team members limited by department can only use their department’s services.

Frequently Asked Questions