Send your first invoice
Bill a client for tracked work: create an invoice, mark it as sent and record the payment when it arrives. It takes about three minutes.
Video walkthrough — coming soon
Before you start
Invoicing is on every plan, including Freelancer. You need at least one client and a role with billing access. Your workspace also needs a default currency and tax rate. Until they are set, the Billing page shows a setup banner and the New Invoice button is disabled.
- 1Open the dashboard, go to Billing in the sidebar, and switch to the Invoices tab.
- 2Press New Invoice. Under Invoice Details, pick the Client, optionally link a Project, and set the Issued and Due dates.
- 3Add your Line Items: a description, quantity, a unit (Hours, Days, Months, Units or Fixed) and a unit price. For tracked work, one line per project or period with the quantity in hours works well. The subtotal, tax and total update as you type. The tax rate and label come from your workspace settings.
- 4Press Create Invoice. The invoice is saved as a draft, so you can still Edit or Duplicate it from the row’s three-dot menu before you send it.
- 5When it is ready, open the row menu and choose Mark as Sent. The sent invoice appears in your client’s portal, where they can pay it, and the client’s contacts get a short email saying it is there. The invoice itself isn’t attached.
- 6In the portal, any contact who can view invoices can press Download PDF. If Stripe payments are enabled for your workspace, a contact with edit access to invoices can also press Pay with card and pay through Stripe’s secure checkout. Without Stripe, the portal offers bank transfer instead and shows your bank details if you’ve added them. The client can mark the invoice as paid after sending the money.
- 7If the payment arrives by bank transfer, record it yourself: choose Record Payment on the invoice and confirm the Payment Amount. The status changes to Paid, or to Partial for a part-payment.
If you bill support work, the Generate from Billable Items button on the same tab collects unbilled incidents and change requests into a draft invoice. For more, see billing & invoicing and the client portal.