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Invoices

How to create an invoice

Start an invoice from an approved estimate or from New, add the project’s products, and bill time and expenses from Ready to invoice.

Written By Julia M.

Overview

Most invoices start from an approved estimate with Convert to invoice. You can also start one from New in Finances › Client billing › All documents.

Watch it: the Finances lesson in Campus, step 4, “Invoice and get paid”, chapter 1, “Estimate to invoice” (starts at 0:09).

Ways to start an invoice

  • Invoice: a blank invoice.

  • Invoice from approved products: bills what your client has approved.

  • Invoice from costs: for cost plus projects, bills signed-off costs with your fee.

  • Pay application: for percent complete projects.

  • From an approved estimate: click its status, then Convert to invoice.

The New menu with the ways to start an invoice

Pick the project first. Every invoice is numbered for its project.

Add the project’s products and services

  1. In a section, click From this project. Only this project’s products and services show.

  2. Tick what you need. Anything already on this document is marked.

  3. Click Add selected items. Each product brings its photo, specs, vendor and price from your Library.

Adding the project’s products from the Library

For anything not in the Library, use Add product or Add service.

Bill time and expenses

Time and client-reimbursable expenses wait in Ready to invoice. Tick what you want to bill and Generate draft invoices makes one for each project, or add them to a draft you already have.

Ready to invoice: time and expenses waiting to be billed

Watch it: the Finances lesson in Campus, step 5, “Time and expenses”, chapter 1, “Ready to invoice” (starts at 0:09).

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