Go to "Invoices" in the main menu or click "Create invoice" in the top-right corner.
Select client: - To use an existing client, click the field and select the client from the list. - Create a new client if they are not listed.
Payment - Enter a reference ID/project ID to help your client identify who placed the order or associate the invoice with a specific project. - Select the invoice currency and number of payment days.
Invoice content: Describe clearly what the invoice covers. - State whether the quantity is in hours or units. - Enter the price excluding VAT. Select the correct VAT rate, which will then be added to the amount entered. - If necessary, add more lines by clicking "Add new line".
Expenses: - The expense must be clearly connected to the assignment and incurred while carrying it out. - Choose whether the expense should be added to the invoice—that is, whether it should be paid by your client or paid as tax-free reimbursement. - Clearly describe what each expense covers. - Enter the exact amount shown on the purchase receipt. - Attach your receipt to the invoice.
Review: Review your invoice carefully. If anything is incorrect, use the back button to edit it.
Finish: When everything looks correct, click "Send invoice". You will see a final summary. If all the details are correct, click "Send invoice" again.