LedgerLedger Docs

Workflows

Create an Invoice

Use this when you need to request money from a client.

Before You Start

Open the project that should be billed.

Know whether the invoice should include:

  • Existing items.
  • Existing billable transactions.
  • Credits.
  • Manual New Charges, such as design fees, retainers, or project management fees.

Steps

  1. Open the project.
  2. Go to Finances.
  3. Open Billing.
  4. Choose Create Invoice.
  5. Select the items and transactions to include.
  6. Add manual New Charge lines if needed.
  7. Review the selected total.
  8. Save the invoice as a draft.
  9. Send or mark the invoice according to your team's process.

What Happens Next

Ledger creates an invoice for that project.

Items and transactions included on the invoice move through the billing pipeline:

  • Available.
  • Invoiced.
  • Paid.

When money is collected, record or link the actual payment transaction.

Common Issues

  • If something is not available to invoice, it may already be on another draft, sent, or paid invoice.
  • If a fee has not been paid yet, add it as a New Charge rather than creating a transaction.
  • If you cannot see invoice details, your financial access may be limited.

Related