DocsInvoices
Creating Invoices
Create professional invoices from your tracked time and send them to clients.
Creating Invoices
Turn your tracked time into professional invoices with just a few clicks.
From Tasks
The easiest way to create an invoice:
- Go to Invoices and click Create Invoice
- Select a client
- Choose which completed tasks to include
- Review the line items (auto-calculated from time entries)
- Add any additional items if needed
- Click Create
Manual Invoices
You can also create invoices from scratch:
- Click Create Invoice
- Select the client
- Add line items manually:
- Description
- Quantity/Hours
- Rate
- Amount (auto-calculated)
- Set payment terms
Invoice Fields
- Invoice Number: Auto-generated, sequential
- Issue Date: When the invoice is created
- Due Date: Payment deadline
- Notes: Terms, thank you message, etc.
Line Items
Each line item includes:
- Description of work
- Quantity (hours or units)
- Unit price (hourly rate or fixed)
- Total amount
Discounts and Adjustments
Add discounts or additional charges:
- Percentage discounts
- Fixed amount discounts
- Additional fees (rush delivery, expenses, etc.)