Header Icons

Issue an invoice

Header Icons

Head to Invoices and click the  Blue Plus  icon.

New invoice

New invoice

  1. Invoice number: The invoice number of the new invoice
  2. Start date: The start date of the invoice period
  3. End date: The end date of the invoice period
  4. Type: Detailed type puts every task on a separate row, while Summary type puts all tasks with the same unit price in one item
  5. Issued on: The issue date of the invoice
  6. Due on: The due date of the invoice
  7. Payment method: Bank transfer, PayPal or Cash payment methods to receive the payment
  8. Note: The invoice note visible in the invoice footer
Task Tips & tricks on how to issue invoices ->