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Help CenterInvoices

Invoices

Billing, invoice status, and payment workflows.

How-to guides 3

  • Bill tracked time on an invoiceTurn a project’s unbilled billable time into a draft client invoice, grouped by member and role at their bill rates.
    How-to
  • Create and send an invoiceBuild an invoice with line items, terms, and payment details, save it as a draft, and send it to your client.
    How-to
  • Follow up on overdue invoicesFind invoices past their due date, follow up with the client, and record payments when they arrive.
    How-to

Concepts 1

  • The invoice lifecycleHow an invoice moves from Draft through Sent to Paid, when Overdue kicks in automatically, and what each action does along the way.
    Concept

More

  • Get paid onlineConnect your own Stripe account so clients can pay invoices by card or bank transfer from the invoice email, a pay link, or the client portal.
    How To
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