How to create and manage invoices from Projects

Efficiency: No more manual invoicing or spreadsheets.
Professional Invoices: Create and send invoices with your company logo.
Track Progress: Keep track of all invoices within each project.
Growth: Easily upgrade when you need more advanced features.

With the Sales Invoicing from Projects feature, you can easily create, manage, and track invoices directly from your projects.

Table of Contents

Create up to 3 invoices directly from a project (for free).
Generate and download professional PDF invoices with your company logo.
Track all invoices through the "Invoices" tab in each project.
Request an upsell for more advanced invoicing features after reaching your free limit.

In your sidebar, go to Projects
Open a project
Access the "Invoices" tab
Click on +New invoice
Fill in the details, including:
- Template
- Serial sequence
- Operation date
- Due date
- Issuer
- Recipient
- Phase
- Currency
- Exchange rate
Select a Line item
- Create one by clicking +New line item
Select a discount
Select a retention
Customise your invoice: Add extra fields to tailor you invoice to your business needs and compliance requirements
- Memo
- Footer
Click Issue Invoice to create your invoice
- You can also save the draft

Projects Business users will have access to a freemium version with the following limitations:

You can create a maximum of 3 invoices across all projects.
Once you reach this limit, a banner will appear in your Invoices tab.
The banner will inform you that the limit has been reached and provide the option to request an upgrade.

When you reach the 3-invoice limit, you will need to upgrade to Sales Invoicing for full functionality. This upgrade will give you:

The ability to create unlimited invoices and quotes.
A centralised view of all quotes and invoices where you can edit, delete, and view them.
The option to download professional PDF invoices instantly.

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