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Create your first invoice

At this point, you should have created a client, a project, a task, and at least one time entry.

Let’s pretend that you have closed this project and you want to invoice the client. To do this, we first need to add yet another piece to the puzzle — an invoice template.

Add template screen

Pick one of the presets under the invoice tab, give it a name (located under Template properties), and hit Save.

Assembling the invoice specification

After clicking Add invoice in the invoice list, select your new client and template from their respective dropdown lists.

Add template screen

Then switch over to the Specification tab.