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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 2 weeks ago

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

2. Click on "New"

3. Click on "Invoice"

Click on "Invoice"

4. Click on "Add invoice items"

Click on "Add invoice items"

5. 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"

6. 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

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

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

8. Click on "Next"

Click on "Next"

9.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

10. Click on "Add to invoice"

Click on "Add to invoice"

11. Choose a due date for the invoice

Choose a due date for the invoice

12. 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

13. Click on "Send" to send the invoice

Click on "Send" to send the invoice

14. You can select to send three invoice reminders. You can also disable reminders by clicking the button at the bottom of the Automatic Reminders box.

15. 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

16. Click on "Apply payment"

Click on "Apply payment"

17. Click on "New payment received"

Click on "New payment received"

18. Select how you were paid

In this example we've been paid by ACH

Select how you were paid

19. Type the reference number or any additional memos

Type the reference number or any additional memo

20. 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

21. Click on "Save payment"

Click on "Save payment"

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

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