Skip to main content- Overview of InvoicesUnderstand the invoices list view, statuses, columns, filtering options, and available actions.
- How to Create an Invoice and Add Items from the LibraryLearn how to create a new invoice and add products, services, and timelogs from your project library.
- How to Configure the Invoice Client View and Display SettingsControl what your clients see on an invoice, including pricing fields, specifications, and visibility toggles.
- How to Send an Invoice to a ClientUse the Send panel to deliver an invoice by email, customize the message, and add CC recipients.
- How to Sign an Invoice as the DesignerAdd your digital signature to an invoice before or after sending it to the client.
- How to Use the Invoice Quick View PanelNavigate the Invoice, Activity, Notes, and Payments tabs in the quick view panel.
- How to Record a Payment on an InvoiceLog payments received against an invoice to keep your balance accurate and your records up to date.
- How to Issue a Refund on an InvoiceUse the Return Item flow to issue per-item refunds, select refund components, and apply credits to a client account.
- How to Create a Purchase Order from an InvoiceGenerate a purchase order directly from an invoice to streamline procurement for invoiced items.
- How to Set Up Fees, Payment Schedules, and Terms on an InvoiceLearn how to configure taxes, freight, discounts, payment schedules, terms and conditions, and internal invoice notes.
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