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      1. Help Center
      2. Invoices
      • What's new
        • 2023 Release notes
        • 2022 Release notes
        • 2021 Release notes
        • Earlier releases
      • Getting started
        • General user training
        • Project management topics
      • Glossary & Definitions
      • Projects
        • Billable rates
      • Timesheets
      • Resourcing
      • Invoices
        • Tips & troubleshooting
      • Forecasts (revenue)
        • Organisation Budgets
      • Expenses
      • Users & People
      • Leave management
      • Margin (profit/loss)
      • Integrations
        • Xero
        • Azure DevOps and Jira
        • HubSpot
        • Chrome
        • MYOB Accountright
        • QuickBooks
        • Zapier
      • Access levels
      • Single Sign On
        • Microsoft (AzureAD)
      • Companies
      • Contacts
      • Administration
      • Utilisation
      • Custom Reports
      • Notifications
      • Security
      • Other

      Invoices

      Everything you need to know about creating and sending invoices
      • Overview of invoicing
      • Creating an invoice
      • Approving invoices
      • Actioning invoices
      • Line item structure and qty x rate on invoices
      • Emailing invoices
      • Invoice defaults
      • Invoice PDF templates
      • Invoicing using percentage complete
      • Exporting invoices to your accounting system
      • Customising the invoice email wording

      Tips & troubleshooting

      • Invoicing tips & tricks
      • Common invoice exporting errors
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