Creating Invoices

Once you have approved work items in the "Ready" tab, you can create invoices to send to your clients.

Starting a New Invoice

1. Go to the Invoicing page (via sidebar or from Timesheets)
2. Click New Invoice

Invoice Details

On the left panel, configure:

• Client — Select who to bill
• Issue Date — When the invoice is issued (defaults to today)
• Due Date — Payment deadline (defaults to 30 days)
• Currency — USD, EUR, GBP, or AUD

Adding Line Items

There are two ways to add items:

• Add from Sessions — Click to open a sheet showing your approved work items. Select items and they'll be automatically aggregated by category with proper hours and rates.
• Add Custom Line — Manually enter a description, quantity, rate, and amount for expenses or fixed-fee items.

Live Preview

The right panel shows a real-time preview of your invoice exactly as it will appear when downloaded. All edits update instantly.

Editing Line Items

Click any line in the preview to edit:

• Description text
• Hours/quantity
• Rate per hour

The amount auto-calculates as you type.

Save or Create

• Save Draft — Save without finalizing. You can edit later.
• Create Invoice — Finalize the invoice. Work items will be marked as "Invoiced".