Create an invoice

An invoice bills one project. Start it from Invoices with New invoice, or from a project's page with Create invoice.

1. Pick the project. The client comes from the project.
2. Choose what to bill:
   • On an hourly project, tick the unbilled billable entries. Each becomes one line with its description, date, hours and amount.
   • On a fixed-price project, type an amount, or press Bill the rest or Half. You cannot bill more than is left.
3. If you charge tax, switch on Add VAT at 20%, which shows your own tax name and rate from Settings.
4. Check the issue and due dates. The due date comes from your payment terms, and you can change either.
5. Press Review invoice.

Reviewing saves the invoice as a draft, and the entries on it count as billed from then on, so they are not offered on the next invoice. If you change your mind, roll the invoice back and the hours are unbilled again.