How to Create an Invoice for a Project?

Sequence > Left Navigation Bar > Projects

  1. Follow the above-mentioned workflow to land on the Projects grid.
  2. Click the three-dot icon from the project row of the project you want to create an invoice for.
  3. From the options revealed, select Create Invoice. Doing so opens the Create an invoice screen.
  4. Here, the customer and invoice details are auto-generated.
  5. Moving on to the Invoice Details section, select the sale category from the Sales Category dropdown.
  6. Select the VAT inclusion from the TAX Exclue/Incluse dropdown.
  7. Enter the service or product name in the Service or Product field.
  8. Enter the quantity in the Qt field.
  9. Select the units from the Units dropdown. 
  10. Enter the hourly rate in the Hourly Rate field.
  11. Select the TVA percentage from the TVA % dropdown.
  12. To add new items, click the + Add a line hyperlink.
  13. Use the Adjustment field to record any adjustments.
  14. Enter any comments in the Comments textbox.
  15. Once the required selections are made, click the Generate and Send button.

  16. Clicking the downward arrow next to the Generate and Send button opens a list of options that include Generate without sending, Generate and download, Generate, send and finish, and Save as draft.