Open Projects → Billing. Invoices are shown in status lanes from draft to paid, alongside the month’s key figures: invoiced, open receivables and work ready to be billed.
Fill in the seller’s details once
Before the first invoice, fill in the invoicing company’s details under Settings → Own invoicing: business ID, address, IBAN, invoice number series, payment term, penalty interest and logo. The invoicing readiness checklist shows what is still missing.
Create the invoice drafts
Choose Create invoice drafts. The wizard gathers the period’s billable hours, payment milestones, approved extra and change work and expenses into drafts. Choose the grouping (one invoice per customer or per project) and the line detail – lines by phase, task, person or day.
Review the lines
Open a draft. Every line takes a decision: Bill, Bill later (the work goes back to wait for the next invoice) or Do not bill (a write-down with a justification). You can edit descriptions, reorder lines and add subheadings. The review panel lists the blockers – unpriced work or a missing VAT number, for example – with links to fix them.
Issue and send
Issue gives the invoice its number and locks its contents. Send the invoice as an e-invoice through an operator, or as a PDF by email – the recipient’s e-invoicing address can be looked up with the business ID. The delivery status updates onto the invoice, and a failed send can be retried.