Invoices are the billing record sent to a client for work delivered. Create them from scratch, from an accepted estimate, or directly from a workflow's unbilled time and expenses.

  1. Click Invoices in the sidebar (under Invoicing).
  2. Click Add Invoice.
  3. Pick the client.
  4. Set the date and due date (the due date defaults to your invoicing settings — usually issue date + N days).
  5. Choose the currency.
  6. Add line items:
  • Pick a service and (optionally) a workflow to link the line to.
  • When a workflow is selected, an unbilled entries icon appears next to it — click it to pull in the workflow's unbilled time entries and expenses as line items in one step.
  • Enter a description, quantity / hours, and rate / unit price.
  • Pick a tax rate.
  1. Click Add Line for additional items.
  2. Review the auto-calculated subtotal, tax, and total.
  3. Add notes at the bottom (terms, payment instructions, bank details) — use saved note templates to avoid retyping.
  4. Click Save.

The invoice is created in Draft status. It must be approved before you can send it to the client. Approval triggers the next invoice number (according to your prefix settings) and enables sharing.

Tip: Marking a workflow as billed even when it has no value: add a zero-value line item linked to the workflow and the workflow's billing status switches to billed. The zero line is hidden on the PDF so the client doesn't see it.

Note: Invoice number prefixes and starting numbers are configured per document type during creation (look for Set Prefix in the number field) or via the invoicing settings.