You can learn more about invoicing here

Summary

1. Billing settings

   • Invoice title: Customize the title visible at the top of your invoice and in the PDF version
   • Default invoice status: Choose between draft (editable later) or open (finalized)
   • Payment terms: Set default terms, with options to add more as needed
   • Memo: Include a default memo that appears on each invoice
   • Email notifications: Enable notifications when an invoice is finalized

2. Creating invoices

   • Navigation: Initiate from the client workspace for streamlined access
   • Auto-fill data: Utilize data pre-filled from account settings, including terms and email configurations
   • Customization: Override default settings if required
   • Invoice details: Set invoice date and terms, which automatically updates the due date
   • Line Items: Add necessary line items for detailed billing
   • Notifications: Configure first-time emails and reminders to ensure timely payments

3. Reviewing and finalizing invoices:

   • Detail review: Examine all invoice details before finalization

   • Options:

     • Save as draft: For future edits
     • Finalize: To complete the invoice without immediate email
     • Finalize and email: Send the invoice directly to the client

4. Managing invoices

   • Invoice overview: Access invoices under the billing page for comprehensive management

   • Activity logs: Review logs at the bottom of the invoice page for tracking purposes

   • PDF preview: Check how the invoice will appear in PDF format to your client

   • Edit flexibility: Make changes if the invoice is still in draft status

   • Client-specific and consolidated views:

     • View invoices specific to a client or consolidate across all clients from the Billing tab for an overview.