Invoicing

Finance → Invoicing manages invoice drafts and sent invoices in an inbox-style layout, list on the left, preview on the right.

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Invoice inbox

Each row shows customer, amount, due date, status, number, and title. Sort by last created, due date, issued date, or title, and search by customer or title.

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Create an invoice

1. Click + Create invoice.
2. Select a Customer.
3. Click Create to open the draft editor.

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Required fields

• Customer: locked after the first line item is added if time entries are linked
• Project: filtered to the customer’s projects
• Line items: at least one row (see below)
• Due date, Issued at, and Currency

Optional Title and workspace From / customer To contacts appear on the PDF the same way as on deals.

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Line items

Each line is tied to a product from Finance settings. Totals roll up tax-inclusive amounts. Mixed rates appear as grouped tax rows on the preview and PDF.

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Add lines

• Choose time entries: for time-and-materials work; pulls approved, unbilled entries and marks them billed when confirmed
• Choose product only: for fixed-price or manual lines

Use the row menu for Description, Add cost / Remove cost, or delete. Add cost picks a supplier and unit cost and shows margin like on deals.

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From and To contacts

From lists workspace contacts. To lists the customer’s contacts. Defaults use each side’s primary contact when available.

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Send and download

On a Draft invoice:

• Send → Send as email, multiple recipients, editable subject and body, PDF attached (same flow as deal quotes)
• Download PDF: save locally
• Connected accounting integrations may offer Send to your bookkeeping system instead

Send and edit actions follow invoice status and integration rules, locked invoices stay read-only after they leave draft.

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Statuses

Draft, Sent, Paid, and Overdue. Changing status away from Draft locks the invoice for editing to preserve accounting history.