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Overview of invoicing in Materio
Overview of invoicing in Materio

This article describes how to create, send, and receive payment on an invoice

Mary Beth avatar
Written by Mary Beth
Updated over a year ago

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1. To create an invoice, click on "Finances"

To create an invoice, click on "Finances"

2. Click on "Billing"

Click on "Billing"

3. Click on "New"

Click on "New"

4. Click on "Invoice"

Click on "Invoice"

5. Click on "Add invoice items"

Click on "Add invoice items"

6. Click on "Project scope"

You can also select hours logged in Materio, expenses, or any other costs you'd like to add to the invoice

Click on "Project scope"

7. Click on "Selected" to only see all selected items

At this point you can filter your scope making it easy to find what items you're looking for

Click on "Selected" to only see all selected items

8. Now select the items you'd like to add to the invoice

Now select the items you'd like to add to the invoice

9. Click on "Next"

Click on "Next"

10.if you don't need to bill for the full amount yet, you have the option to select a percentage of the total cost of these items

In this example we've chosen to bill for 50% of the total amount of these items

You have the option to select a percentage of the total cost of these items if you don't need to bill for the full amount yet

11. Click on "Add to invoice"

Click on "Add to invoice"

12. Choose a due date for the invoice

Choose a due date for the invoice

13. And add a title and a memo to the invoice

And add a title of the invoice as well a memo if you have any additional information you'd like to include on the invoice

14. Now you can select the method of payments accepted

You can choose whether the client or you cover the fees associated with the transaction

Now you can select the method of payments accepted

15. Click on "Send" to send the invoice

Click on "Send" to send the invoice

16. If you've received payment on the invoice, go back into the invoice

If you've received payment on the invoice, to apply the payment go back into the invoiceClick on 50% Doors and Windows

17. Click on "Apply payment"

Click on "Apply payment"

18. Click on "New payment received"

Click on "New payment received"

19. Select how you were paid

In this example we've been paid by ACH

Select how you were paid

20. Type the reference number or any additional memos

Type the reference number or any additional memo

21. Check "Send payment confirmation" to notify the client you've received payment on the invoice

Check "Send payment confirmation" to notify the client you've received payment on the invoice

22. Click on "Save payment"

Click on "Save payment"

23. As you create invoices and receive payments, you can keep track of invoicing progress in the "invoicing progress" section

As you create invoices and receive payments, you can keep track of invoicing progress in the "Invoicing progress" section

Have questions? Chat with us from your project dashboard or email us at hello@materio.co

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