Building an Invoice

by Dana Edel Updated Apr 03, 2020

1. Select your client from the Client dropdown menu.

2.  Choose New Invoice from the Invoices tab on the top blue bar. Or choose the New Invoice button at the top of your Invoices list.

3. Complete the required fields for the invoice header.

4. Add any fee line items. You can add as many line items as needed using the Add Fee button.

5. Add any expense line items. You can add as many line items as needed using the Add Expense button.

6. Add any discount and tax line items. You can add as many line items as needed using the Add Discount and Add Tax buttons.

Note: Discounts should be entered as negative numbers.

7. Add attachments needed by choosing Browse. You can add as many attachments as needed using the Add Attachment button.

8. Send your invoice or Save as Draft.

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