Click on the + Invoice button in 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.

Link the scheduled send date for the client invoice to a scheduled item on the build. When the scheduled item is marked as complete the invoice will be shown as ready to send prompting you to send the client invoice.

To add a $ value to the invoice click invoice items.

The Manage Invoice Items side menu will appear on the right of the screen where you can enter the percentage of the cost code you want to add to the client invoice. You can invoice multiple cost codes. Once you have entered the percentage amount click Close.

You can then add variations to the claim by ticking the variations (if any) at the bottom and they will be added to the client invoice. You can then close and click Save and Send.

Note: You can have retentions on percentage complete invoices. For further assistance, refer to our article on retentions.