- Navigate to Left Menu>Miscellaneous>Invoices or Quick links> Invoices.
- Mark one or more Time Log Entries & Click ‘Create Invoice’ (Refer Image 1)
- Create a new Invoice or add it to the existing invoice.
- Provide the required details in the invoice. Click on Save & Send.“Save & Send” button to save invoice and send email to the customer. (Refer Image 2)
- It will ask for custom message you would like to send to customer. You can provide required details and click on Send.
- Click on “Save & Download” button to save invoice and download it as pdf.
- Click on “Save and Close” button to save invoice and go to invoice list page.
- Click on “Save and New” button to save invoice and create another invoice.