Invoicing in Materio is easy! Get paid for hours logged, approved selections, and expenses. Materio's invoicing fees are 1% for ACH payments, capped at $15, and 3.2% +30¢ fee for credit cards, and a $15 fee for wire transfers. Please note that your clients will experience a wire transfer fee depending on their bank. The default is that your clients pay the fee, but you can always switch to cover them yourself.
1. Go to the project that you want to send an invoice for
2. Go to the Finance tab, click on INVOICES, then Click on CREATE NEW INVOICE
3. Click on Add Items
4. Click on Approved selections
5. Click on the drop down "All Categories"
6. Click on the category you want to send selections for
7. Click on the items you want to send
8. Click on ADD
9. Type a memo if needed
10. This can be "pay by check" or a description of the invoice, etc.
11. Select a DUE DATE
12. Click on OK to save the DUE DATE
13. Click on SEND
14. If client has paid by check or cash, Click on the invoice to open it
15. Click on Mark Paid
