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Knowledge Base Money Step 22 of 28

Create an invoice

Turn completed jobs into an invoice, with the client, due date and line items already filled in.

1 min read For company admin, finance

Invoices are built from work you've already recorded, so most of the form fills itself.

Step by step

  1. Go to Finance in the sidebar.
  2. Click New invoice.
  3. Set Bill to — the client being invoiced.
  4. Pick the completed jobs to include. Their costs come across as line items.
  5. Set the Due date according to your payment terms.
  6. Add Notes — anything the client needs to see on the invoice, such as their PO number or a purchase reference.
  7. Save. The jobs on it move to invoiced.

Only completed jobs should be invoiced. If a job you expected isn't in the list, it's almost certainly still sitting in pending review.

Defaults

Set your standard payment terms, VAT treatment and invoice footer once under Settings → Invoice defaults, and every new invoice starts from them.

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