Creating an invoice
Invoices are associated with projects. The first step in creating in invoice is to open the project that you would like to create an invoice for
- Open the project that you would like to create an invoice for
- Click the 'Invoices' tab on the project details page
- Click the '+ Invoice' button in the top right corner.
Changing the date and the due date
Click the date or the due date field and a calendar will be displayed allowing you to change the date
- Click the 'Import Tasks' button in the top right corner
- Drag tasks from the left panel onto the invoice
Sending an invoice to a client
When you have finished creating the invoice, click the 'Done editing invoice' button. This will bring up the invoice details page. Click the 'Send' button on this page.