Draft an invoice for a client

Open the invoice composer

1. Open Financials → Draft invoice or New → Invoice.

   Check the Client and billing terms at the top.

2. Review What are you billing?

   Retainer charges and unbilled overage may be selected. Inspect every selected line and the agreement behind it.

3. Read blocked lines.

   Submitted time needs approval, unsigned changes need acceptance and unreached milestones need the delivery decision first. Use the source link to resolve the reason.

4. Check title, issue date, terms and preview.

   Review the total and due date, then use Save draft when the contents are right.

Check existing drafts and agreed charges

Open a draft already listed in Financials before preparing another. Untick a charge when the team must first agree an overage or a larger retainer with the client. An eligible amount is not permission to bill something outside the agreement.

Keep preparation and delivery separate

A saved draft belongs to Finance and is shown in the account’s invoices. Review the final invoice and intended recipient before sending. Use a reminder for an unpaid invoice rather than drafting the same charge again.

When a line is unavailable

Read its reason, inspect approvals or the project, and correct the source record. Do not add a manual line merely to bypass an approval or double-billing restriction. Check the account, invoice state and original charge if a total is unexpected.