![]() Request a Deposit: You can ask for a specific amount or a percentage of your invoice’s subtotal to be paid first before the rest of the balance is due.Apply Credit: If the client has a credit balance available, you can apply this amount before sending the invoice.Add a Discount: Reduce the invoice’s total by applying an amount or percentage-based discount.In the Subtotal area, you can modify how the invoice is paid with any of the below: Amount Due: This amount will adjust automatically, based on the fields that you complete in the next section.The invoice number you set will increment +1 automatically, based on the last invoice created. Keep in mind that invoice numbers are unique, and the same number can’t be used twice. Invoice Number: The default number for your first invoice is set to 0000001, or you can click and type your own alphanumeric number instead.You can also click on this field and select On Date of Issue, After X Days (where you choose the number of days), or Custom, which will provide a calendar that you can select the date from. Due Date: This is the date that your invoice should be paid by, and the field will autofill based on the last invoice you created.Date of Issue: This field will default to the current date automatically, or you can click on it and either type in the new date or use the calendar to select it.Once a client is selected, click on it and choose between Edit Client to update their information or Change Client to select a different one. Click Add a Client and choose an existing client or fill in the blank fields to create a new one. Billed To: When you click on the Billed To section, you will have the option to add or change the client.The first step in creating your invoice is to fill out the necessary information: Reports: Access reports here with the filter already set to the specific client you’re viewing, like the Client Account statement.Projects: Any projects associated with this client are shown here.Time tracking: All time entries assigned to this client will appear here.Estimates: Any estimates that have been created for this client are shown here.Expenses: Any expenses that are billed to this client are shown here.Credits: This lists all prepayment and overpayment credits created for this client.Retainer: If you received a retainer for this client, you can view it here.Recurring templates: This lists all active Recurring Templates only.Invoices: This includes only active invoices, including those generated from the Retainer and Recurring templates.Contacts: If you want to add a secondary contact, you can do so here. ![]() Hover over the bar to view the amounts and invoices.īelow the client’s details and the Outstanding Revenue graph are a set of tabs that allow you to see all of your client’s information in one place easily: Outstanding Revenue: This graph shows both overdue invoices that have missed the due date and outstanding invoices that aren’t yet due.Client Card: Lists information for the client.In the Overview tab, you’ll find the following information: You’ll land on the Overview tab by default. To learn more about a particular client, you can view their Client Profile by clicking on Clients in the left menu bar and then selecting a client. When the information is updated, don’t forget to click Save to confirm your new client. To allow the option to attach a PDF of the invoice when sending by email for individual invoices only, click on Invoice Attachments and check the box.To adjust the currency and language for your client’s invoices and estimates/proposals, click on Currency/Language and enter the requested information.To charge for late fees, click on Charge Late Fees and enter the requested information. ![]()
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