Click on the + Invoice button at the top right-hand screen.

Edit the issue date by clicking on the ✏️ icon next to Schedule Send. You can set the invoice trigger to be a specific date or the start or end date of a schedule item. The due date will be calculated based on your Company-wide default payment terms. You can also manually change the due date by clicking on the ✏️ icon next to due date.

To add bill costs to the client invoice, click Invoice Items.

Clicking on Invoice Items will bring up the Manage Invoice Items side menu, where you can view all bills assigned to this Job. Select the bill by clicking the tick box on the left-hand side, and then click Close at the bottom right.

Note: If a bill is not showing up, check that it is set to status Approved for Payment.

To add timesheet entries (if any) to the invoice, click Timesheet Items and select the individual timesheet entries to be added. Once completed, close the pop-up.

You can then preview the invoice line by line and Save as a Draft, or click on Save & Send to send the invoice directly to your client.