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Invoices are how you bill clients for your work. Here's how to create one:

Step 1: Navigate to Invoices

Click on "Invoices" in the navigation, then click "Create Invoice", or visit /invoices/create.

Step 2: Select Client and Project

Choose the client and project for this invoice. If you select a project, you'll be able to add milestones from that project.

Step 3: Add Milestones (Optional)

If you selected a project, you can:

• See all milestones for that project
• Select which milestones to include
• Selected milestones are automatically added as line items
• See both estimated and actual costs for each milestone
• Adjust amounts if needed

Step 4: Add Line Items

Add line items manually or use milestones. For each line item, specify:

• Description: Item description
• Quantity: Number of units
• Unit Price: Price per unit
• Tax Category: Select applicable tax (optional)

Step 5: Set Invoice Details

Configure invoice details:

• Issue Date: Invoice date
• Due Date: Payment due date
• Currency: Currency for the invoice
• Status: Invoice status (usually starts as "Draft")
• Notes: Additional information for the client
• Terms: Payment terms and conditions

Step 6: Apply Discounts (Optional)

You can apply:

• Line Item Discounts: Discounts on individual items
• Overall Discount: A discount on the total amount

Step 7: Save the Invoice

Click "Create Invoice" to save. The system automatically calculates subtotals, taxes, and the final total.