Sending Invoices To Your Clients
by Paul on July 2, 2019
The month recently ended, and it's probably time for many of you to send out an invoice or two, so let's go over the process of setting up your first invoice.
The basics are:
- Create a client
- Create new projects or assign existing projects to the client
- Create an invoice
- Add time or other invoice line items
- Finalize and send the invoice
But let's get into some more details:
Your team will have some common settings for all clients, such as your team's contact name, email address, and billing address. These are set to reasonable defaults, but check them out in the top navigation under "Team Settings" → "Invoicing". You'll also have some shared format settings for dates, numbers, time zone, and currency.
Invoices are created for clients, so go ahead and navigate to "Clients" and click "New Client" if you haven't already done so. Once you've created your client, check the default settings to see if they're satisfactory for your needs. Common edits include the client email address, invoice prefix, and invoicing settings. The invoicing settings let you set your hourly rate, how to round time, and how quickly payments are due.
You may also want to set a default invoice memo and the client's billing address. The memo is useful for payment instructions as well.
If you're looking at a client, and you want to create a new project for the client, choose "New Project". You may also assign existing projects to the client, using the "View all team projects" link.
You're ready to create an invoice. From the client view, click "New Invoice" at the top. The invoice is created in DRAFT status so you can still edit it.
Use the "Add Time" button to create invoice line items based on your time, or "Add Other Line Item" to create a custom line item.
Preview the invoice PDF if you'd like. Once you're happy with it, choose "Finalize/Send Invoice", and send it to the client!