Create an invoice to request payment from your clients directly from a project.
1. From your project, navigate to the Invoices tab. This is where you can keep tabs on all invoices for that specific project.
2. Select to invoice client to create a new invoice.
3. Put your invoice together! Select services from your scope, add custom line items, any expenses or fees, and your clients billing details and a note if you like.
***Tip: pass the 1% payment processing fee to your client by selecting add payment processing fee. This will automatically update the total cost of the invoice.
4. Select to 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 to client or send test email to send a test-run to yourself. You can also schedule an invoice to send. Check out this article for more information on how to schedule an invoice to be sent at a later date.
If you select preview, use the check boxes to include or exclude aspects of the invoice you'd like visible to the client.
Once all looks good, select to send to client!
Still have questions? We're happy to help!
Contact us at [email protected]