Open Invoicing. Invoices are grouped by status, alongside the month’s key figures: the amount invoiced, open receivables and work available to bill.
Check the seller’s details
Before your first invoice, enter the seller’s details under Settings → Invoicing and prices → Own invoicing. The invoicing checklist shows any missing information. See Set up invoicing.
Create invoice drafts
Choose Create invoice drafts. The wizard creates drafts from the period’s billable hours, payment instalments, approved additional work and changes, and expenses.
Choose whether to create one invoice per customer or per project. Also choose how to group the lines, for example by phase, task, person or day.
Review the lines
Open a draft. For each line, you can choose:
- Bill: include the line on this invoice.
- Bill later: leave the work available for a later invoice.
- Do not bill: exclude the work from invoicing. Enter a reason.
You can edit descriptions, reorder lines and add subheadings. The review panel lists any issues preventing invoicing, such as a missing sales price or VAT number, with links to resolve them.
Issue and send
Issue assigns an invoice number and locks the content. Send the invoice as an e-invoice through an operator or as a PDF by email. You can look up the recipient’s e-invoice address using their business ID.
The invoice details show the delivery status. If sending fails, check the reason and try again.