To get started with invoicing, follow the below steps:

• Go to your profile icon>Settings>Operations and Financials>Invoicing
• Toggle on the feature to enable it for your account
  
  Now, let’s see what comprises an invoice and how to customize it for your financial needs:

Invoice Essentials

This part of the article covers all the essential parts of an invoice that need to be set up in advance so that information is drawn accordingly while you draft and generate an invoice.

Invoice Number

A unique identifier assigned to each invoice for tracking and reference purposes.

• Prefix: A customizable string added before the invoice number to distinguish or organize invoices. Example: INV-2024-.

• Next Invoice Number: The sequential number assigned to the next invoice. Example: 000040.

• Editing Permissions: You can allow team members to edit the automatically generated invoice numbers if needed.

Time Inclusions

Configuration settings that determine which time entries are eligible for invoicing.

• Eligibility: By default, only billable and approved time entries are included.

• Additional Options that allows invoicing

  • Unapproved Time Entries: Time logged but not yet approved.

  • Non-billable Time Entries: Time entries not marked as billable but optionally included in invoices.

Payment Terms

Default terms outlining when payment for the invoice is due.

• Invoice Due Date: Specifies the default payment term (e.g., Net 7 means payment is due within seven days). Payment terms can be adjusted by team members on the invoice as needed. 

Line Item Format

Default settings for organizing line items in invoices, especially for projects with Time and Material billing type.

• Time Entries for Invoicing: Specifies which time entries to include, such as those logged in the last 30, 7 or 15 days, or include all uninvoiced invoices

• Grouping Method: Defines how to group invoice items. Example: By task, phase, projects team members, roles, and detailed time entries.

Add From address
Add your business address that needs to be used as the address from which the invoice is sent.

• Go to your profile icon and select settings

• Scroll to the accounts section and select account addresses

• Click the new address button and details like Name of the address, Country, State, City, Zip, Address line 1, line 2, Email and Phone

• You also have the option to make the address default

Add account billing address
A billing address ensures legal compliance and secure payments by verifying the customer’s location. It also provides a point of contact for communication and builds trust through clear, professional documentation.

• Go to accounts and select the customer account from the list view

• Under general information, go to billing address

• Click the add address button and details like Name of the address, Country, State, City, Zip, Address line 1, line 2, Email and Phone