Create an Invoice

You can create an invoice from the global Billing section or directly from a case. When you create from a case, the invoice is automatically linked to that case and pulls in related billing activity.

Create an invoice from a case

1. Open the case and click the Billing tab.

2. Click the Invoices sub-tab.

3. Click + New Invoice.

4. Add line items. You can include billable time entries, expenses, flat-rate fees, or a manual line item.

5. Set the Due Date and Billing Contact.

6. Click Save to store the invoice as a draft in your Invoices tab, or click Send to deliver it immediately to the client.

Tip: You can also create an invoice from the global Billing page in the sidebar. Go to Invoices, then click the create button. The invoice will not be pre-linked to a case unless you select one during setup.

Note: Every invoice is assigned an ID in the format INV-YYYY-XXXX. It appears in the Invoices tab with a status of Draft, Unpaid, Paid, or Void.

Related: Billing Overview · Log a Time Entry · Log an Expense · Send and Manage Invoices