Explained: Invoices

Table of Contents

    Invoices Help

    How to install Invoices:

    • Go to Marketplace
    • Click on the App labeled Invoices
    • Click on install

    Note that Invoices are added to individual projects.

    How to install Invoices on an individual project:

    If you are starting a new project

    • Click on Create Project if on the Main Dash board or Add Project if on manage projects
    • Follow the instructions on the lightbox until the lightbox named Applications appears
    • Locate Invoices and click on the green “Install Button”
    • Choose the privileges you want to hold on Invoices (User, Admin, or Client)
    • Click on next when done installing
    • Continue creating the project

    If you want to install on a pre-existing project:

    • Click on Manage Projects
    • On the project you want to install Invoices click on manage Applications
    • Find Invoices and click on install
    • Choose the privileges you want to hold on the App (User, Admin, or Client)
    • Click on Save to save your changes

    Using Invoices

    To view, create, or edit the invoices in a particular project bring up that project's dashboard and click on the invoices tab.

    How to create a new Invoice:

    • Enter into the projcet you want to create an invoice in
    • Click on the Invoice tab to enter into the Invoice dashboard
    • If you want to change the currency that you are billing in you can change it by clicking Settings and choosing the denomination (Currently Supported: USD, Euros, British Pounds, and Japanese Yen)
    • Click on Create Invoice to start a new invoice entry
    • A light box will appear asking to fill out the following information:

    Create_Invoice.PNG

    Note: If you do not label the information labeled required your Invoice entry will not be created
    - The preview total will be displayed below the Task sections - If you do not want this to be sent to your client at that moment check the box marked just save otherwise leave this box unchecked. - Click on save to finish the Invoice.

    If you choose save the invoice you will be able to send it at a later date. When you send the Invoice an email containing an invoice similar to the one below.

    Generatedemail_bill.PNG

    In addition to this you can view, edit or delete the Invoice by choosing the option on the Invoice Dashboard. Viewing will show a detailed overview of the invoice. You can add a comment, edit, or delete the invoice entry. Clicking on edit will allow you to edit the information in the entry. Clicking on delete will remove the entry.