Invoicing Overview

Before you start though there's a few things you need to check out. Here is a quick guide to creating an invoice.

Tips:

Preparation before invoicing

The following preparation tips are done within a Project.  The tips explore many of the tabs found within a project.

Create the invoice

Invoice contact details and dates

The following fields are available on this screen:

Setting the values on the invoice

The following fields are available on this screen:

More Information

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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