Invoice tab

The Invoice tab is where you will find invoices associated with your selected project. You can view existing draft and billed invoices, plus create new ones. You can also set up schedules to automatically create invoices (for example for a fixed amount, on a given day of the month, each month).

How do I find the Invoice tab?

1. From the Navigation Panel, under Public Zones, select Projects.
2. All existing projects created for your company will be shown. You can search for a specific project in the Search Projects field, or you can choose to Filter certain types of projects by clicking on the appropriate Attributes button. You can also scroll through the list of clients and select the appropriate client.
3. Select the card for the project you wish to update. 
4. In the centre of the screen, you will see various tab headings allowing you to choose an action for your chosen Project.
5. Select the Invoice tab.