Create an Invoice

Find out how to create an Invoice

STEP 1

Go to the Project under which you would like to create the Invoice.

STEP 2

Under the Money horizontal navigation, select the Invoices sub nav item.


STEP 3

Click on the New Invoice Button


STEP 4

You’ll need to add line items or additional Groups. If you would like to just keep to using a single group then simply click on the Add Line Item under the first group that has already been created for you.

STEP 5

If you would like to add another Group then click on the Add Group.

Note: Groups existing for two fundamental reasons. Firstly, they make things easier for clients to read. And secondly, you can create a Milestone from a Group when you create Tasks.