Invoices and estimates in a project

In this guide, you create an invoice inside a project and follow the project amounts. A project quote is created the same way.

Before you start

• A project you have created (guide Creating a project).

1. Invoice from the project

1. Open the project list and click the eye icon next to the project.
2. Click Create. From the project, you create an invoice or an estimate.
3. Click Create New Invoice.
4. If the customer is not in the list, click Add customer.
5. Choose the customer.
6. Choose the payment terms.

2. Items, VAT and currency

1. Click Add an item and choose a service.
2. If the item isn't on the list, click the blue Add an item button and type it in. The new item is saved to your products automatically.
3. The customer is abroad, so we don't add VAT.
4. Here you choose whether VAT is added to the price or already included in it.
5. For this example, we issue the invoice in pounds.
6. With the Growth and Booster plans, you get the Estimator: a product database with names and prices by trade and industry.

3. Footer and saving

1. Open the Footer. The note from your settings is filled in automatically, and you can change it for this invoice.
2. Click Save and continue.
3. The invoice is saved and linked to the project.

4. Project amounts

1. Go back to the project. Here you see the total, the amount paid and the balance due.
2. You create an estimate for the project the same way, via Create > Create new Estimate.

Summary

Projects → eye → Create → Create invoice → customer and items → Save and continue → project amounts

What's next

Next guide: Vendors and expenses.