Creating an invoice
- 1Go to Invoices and click Create Invoice
- 2Select the client from the dropdown
- 3Add line items manually or import from time entries
- 4Review VAT calculation (automatic at 15%)
- 5Set invoice date and payment terms
- 6Preview, save, and send to client
Invoice features
VAT Compliance
Automatic VAT calculation at 15% with SARS-compliant formatting.
PDF Export
Download professional PDF invoices with your company branding.
Email Delivery
Send invoices directly to clients via email.
Payment Tracking
Track payment status and send reminders for overdue invoices.
Invoicing Tips
- • Import time entries to auto-populate line items with accurate descriptions
- • Set up payment reminders for overdue invoices
- • Use recurring invoices for monthly retainer clients
- • Sync with Xero or QuickBooks for seamless accounting