You use the invoice option when you have completed a piece of work that is ready to be invoiced. You can create a new invoice either on your dashboard or under the "Invoice" menu. Here you are able to either create a new customer or select one of the customers you have previously created in the system.

It is important that all fields are filled out before you send your invoice. Until all mandatory fields are filled out, we cannot approve and send the invoice to your customer.

Once your invoice has been sent, its status changes to "sent". After that, it will have a new status in our system every time an action is added.

"Pending" - your invoice has been registered in the system and is awaiting review.

"Sent to company" - your invoice has now been processed and sent to your customer.

"More info needed" - we need relevant information from you or your customer before we can send it to the company. Contact us by phone or chat.

"Payment received" - your customer has paid. We will ensure that your money is paid to you within 2 working days.

"Payment delayed" - your customer has not paid within the specified payment deadline. Contact us by phone or chat.

You see an example of an invoice sent through Factofly here.

Are you unsure whether to create an invoice or a task? Read more in the article "Invoice or task".