Left menu > Projects
1. Select Projects in the left navigation bar.
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 client and invoice details are automatically generated.
5. Moving to the Invoice Details section, select the sales category from the Sales Category dropdown list.
6. Choose whether to include VAT in the unit price using the VAT Included in Unit Price dropdown list.
7. By clicking on Settings, you have various options to customize your invoice.
8. Enter the service or product name in the Service or Product field.
9. Enter the quantity in the Qty field.
10. Select the unit type from the Units dropdown list.
11. Enter the unit price in the Unit Price field.
12. Select the VAT percentage from the VAT % dropdown list.
13. To add new items, click on the Add Line button.
14. You can add section titles to organize your items into different sections.
15. Use the Adjustment field to round total values.
16. Use the Discount field to apply a discount to the invoice total by rate or amount.
17. Enter any comments in the Comments text area.
18. Once the required selections are made, click the Generate and Send button.
19. Clicking the down arrow next to the Generate and Send button opens a list of options, including: Generate without Sending, Generate and Download, Generate Send and Complete, and Save as Draft.
