Creating and Sending an Invoice
From within a project, scroll down and click on the box that says ‘Invoices’
This will open a dashboard showing the Project Value, along with the amount invoiced, paid and outstanding balance
Click on the blue button 'Create Invoice'
This will open a form where you can enter details about the invoice such as the reference, line item description and due date
For the amount, you can either set a predefined amount or percentage of the balance
Set the nominal codes and click approve email
A pop up window will open for you to enter the email details to send off to your customer, enter their details along with the subject and message and click send
If your account is linked to Xero, this invoice will now show as sent within your Xero account
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