Add the Invoices app from the App Library. Invoices belong to a client and, optionally, a project.

Creating an invoice

1. 1

   Choose New Invoice

   From Invoices, or from a client's or project's page where the client is already filled in.

2. 2

   Choose the client and project

   Pick who you're billing. Linking a project is optional.

3. 3

   Add line items

   Describe each item and give a quantity and rate. Add as many lines as you need. A live preview of the invoice appears beside the form.

4. 4

   Set the details

   A due date is required. Choose the currency (USD, EUR, GBP, CAD or AUD), a tax rate as a percentage, and optional notes, such as payment terms.

5. 5

   Save as draft or send

   A draft stays private to your team. Sending emails the client a branded message with a link to view and pay.

Bill tracked time

If you use the Time Tracker, unbilled hours can become a draft invoice in one click. See Time tracking and billing.

Next: Sending and tracking invoices and Getting paid with Stripe.