Create an Invoice

Generate an invoice from project data or create one manually.

Steps

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