Create an invoice and send it to a client

Invoices are where you bill clients for your work. Each invoice is saved as a draft first, so you can review it before the client sees it.

Before you start

Accounting is included in the Starter plan and higher. See the plans page for details.
The client needs an email address on their record, because the invoice is sent by email.
Set your default tax rate first. The tax on a saved invoice is always calculated from that rate. See "Set your tax rate (VAT)".

Open Accounting from the side menu, then Invoices. If you do not see Accounting, look under More.
Click New invoice.
In Client and dates, choose the Customer (or click Add customer), pick a Project if the invoice belongs to one, then check the Invoice date, Due date and Currency. Click Next.
In Items, click Add item for each line. Write the item description, then enter the Quantity and Price. You can also pick a saved product or service to fill the line. Click Next.
In Totals and notes, add a discount if you need one, and write any Notes or Terms & conditions for the client. Click Save.
The invoice opens as a Draft. Review it, then click Send to customer. The client receives the invoice by email as a PDF and the status changes to Sent.

If you sent the invoice yourself another way, open More on the invoice and choose Mark as sent. Use Download PDF to get the file.
Only a draft can be edited or deleted. To reuse an invoice, open More and choose Duplicate invoice.
The due date is set 30 days after the invoice date unless you change it.
If your company set an invoice approval threshold in the accounting settings, an invoice above that amount shows Pending approval and a second user must approve it before it is issued.
Invoice statuses are: Draft, Sent, Viewed, Partially paid, Paid, Overdue and Cancelled.
A client who has access to your client portal sees their sent invoices there. Drafts are never shown to the client.