How to Create an Invoice and Add Items from the Library

Overview

Create an invoice and fill it from your Library: products, services, tracked time, project phases and reimbursable expenses.

Before you start

Pick the client and project first — the Library, time entries and phases are filtered by project.

Create the invoice

1. Go to Finances → Invoices and click Create Invoice. The editor can take a few seconds to load.

2. Under Customer Information, choose the client and project.

3. Optionally add a Title, Tag and Due date. New invoices start as Draft.

4. Add lines (below) and click Save.

Add from the Library

Click From Library in a section. The panel has five tabs:

• Products — search and filter by project, vendor, category, location and status.

• Services — design fees and other services.

• Timelogs — tracked hours, grouped by date, with search, project, member, billable and date-range filters.

• Phases — bill time totalled by project phase (choose a project on the invoice first).

• Expenses — approved client-reimbursable expenses.

Hide already-invoiced items (on by default) hides anything already billed, to prevent double billing. Tick items and click Add Selected Items (or Add timelogs).

Add a one-off line

Use + Add Product or + Add Service for anything not in the Library.

Important limitations

• Timelogs, Phases and Expenses are available on invoices, not estimates.

• Products without a vendor can't be placed on a purchase order later.

Related articles

• How to Configure the Invoice Client View and Display Settings

• How to Send an Invoice to a Client

• How estimates convert to invoices and invoices convert to purchase orders