Every Invoice belongs to a Project. One Invoice can cover several Visits, and a Project can have several Invoices.
1. Start the draft
From the Project, open Invoices and choose Add invoice. Enter what it is for and create the draft. The Project is already selected.
From the Invoices list, choose New invoice. Enter the Invoice name, choose Which Customer is it for?, then select their Project.
Choose New customer to add a Person or Company in place. Choose New project when the work needs one. A new Project starts with the Invoice name, which you can change in the form. Review any template or previous Invoice you use as a starting point.
For final billing at handover, stay in Complete work on the Project.
2. Edit the Invoice on the paper
Review the billing name, address and email. Add or change the line descriptions, quantities and prices, then check dates, tax treatment and payment instructions. Draft changes save as you work.
Review any Quote, Variation, time or material charges you use. Recording a cost or accepting an agreement does not mean the same amount should automatically be billed again.
3. Review and send
Use Preview Invoice to inspect the Customer document. Complete any missing-detail checks and review the recipient and payment choices before Send Invoice.
Wait for the issue and delivery result. An issued Invoice keeps the version sent to the Customer. A delivery problem does not mean you should create a second Invoice.
4. Correct or settle it
Drafts remain editable. For an issued Invoice, use the available correction action, such as a credit note, rather than changing the issued figures. See Project invoicing and corrections.
Use payments for money already received. A sent Invoice or opened payment link is not confirmation of payment.
If a save is uncertain
Keep the document open and use its retry action. Check the current draft, issued status and delivery history before repeating the operation.