Clearmargin

Create an Invoice

Generate an invoice from project data or create one manually.

Steps

  1. 1Go to "Invoices" in the sidebar /dashboard/invoices.
  2. 2Click "Generate Invoice" to create from project data, or "New Invoice" for manual.
  3. 3For generated invoices: select the project(s), time period, and billing options.
  4. 4Review auto-populated line items from unbilled time and transactions.
  5. 5Adjust line items, add tax, discount, or notes as needed.
  6. 6Save the invoice. It starts in "draft" status.
  7. 7Click "Send" to email to the client and change status to "sent".

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