There are two ways to create an invoice from a project: as an individual invoice in the projects invoice tab or through a payment schedule in the proposal builder. This article will walk you through creating an invoice for your project through either step.

If you want to create an invoice unrelated to a project, check out our HC article HERE.

1. From your projects tab, select the project you want to create an invoice for. Select Invoices at the top of the project’s page. This is where you can keep tabs on all invoices for that specific project or create a new one.

Note: Wethos Starter 🌱 users will only be able to create invoices tied to their first project. Learn more about how to create your first project here.

2. Select invoice client to create a new invoice.

You can also navigate to the Invoices tab to see a complete list of your invoices. Then select “Create invoice.” Add your client's name and project name, and then select “Create Invoice” to start.

3. Put your invoice together! Select services from your scope, add custom line items, any expenses or fees, your clients' billing details, and a note if you like. You can also apply discounts on your invoices to fit your projects’ needs.

Pro and Team account holders can personalize the invoice for each client by choosing the specific payment methods that you want to offer the client to pay the invoice. Starter users can provide payment instructions in the notes sections of the invoice.

4. Select save for later to save the invoice as a draft to return to at any time. If all looks good, feel free to preview or send a test email to yourself to send a test-run to yourself.

5. Once it’s time to send your invoice, select “share” to send it through the Wethos platform or copy the share link to send it to your client outside of Wethos.

If you are working with a client who has multiple points of contact and you decide to send your invoice through the Wethos platform, you can CC additional contacts. Be sure to separate each CCed email with a comma; each email will appear in a separate purple box.

**Keep in mind that if you decide to copy the share link, your invoice will show as “draft” instead of “sent” on your Invoices page. This means you can make edits to your invoice up until it is paid. These edits will be reflected in your client's share link as long as they refresh it.

If you are a Wethos Pro member, you can also schedule an invoice to be sent later. Check out this article for more information on scheduling an invoice to be sent later.

As you are building your proposal, you will find a section to include a payment schedule. By toggling on this section, you will create a draft for invoices with any information you put on here. Through the payment schedule, you can create deposit invoices or a custom payment plan that meets the needs of your project. Learn more about how to include a deposit within your proposal and send an invoice in our detailed Help Center article here.

If you want to add further information to the invoice, such as a description or notes, you can open the specific invoice to update it. Any changes you make from the payment schedule section or from within the invoice will be automatically saved and reflected in both areas. It is important to remember that these invoices will remain as drafts until the proposal has been signed and accepted, at which point they will be sent out as scheduled.

You can always view these invoices directly from the invoices tab in your project.

Once your proposal has been signed and accepted, your invoices will be scheduled and automatically sent to your client for you.

Note: Once a proposal with a payment schedule has been signed, if you do decide to create a new version, your original payment schedule for any invoice that has not been sent or paid will be paused.

To get your invoices back on schedule and be sent out, your client must sign and accept the new proposal version. After this, your payment schedule will be updated, and your invoices will continue to be sent out with any new updates. You can learn more about how to make changes to a signed proposal with a payment schedule HERE.

You can learn more about including a deposit within your proposal and sending an invoice in our detailed Help Center article here.

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