Navigate to the Billing tab within the Finance section of the project which you’d like to create an invoice.

Create a new invoice clicking the + New button and then selecting Invoice.

Next, click the Add invoice items button and then Hours logged.

From this screen, you can select the dates to filter for time logged. This can be helpful if billing for a specific timeframe. Use the checkboxes on the far-left column to select the entries you’d like to add to the invoice. Review all of the data and make any necessary changes to the Note or Rate inputs for each entry.

If you are in a jurisdiction that requires sales tax to be charged on services, you can also input the effective tax rate to be collected by click the pencil icon in the column header (Sales Tax (0%)) to update all entries or you can input the sales tax rate on individual entries.

Once all the data is correct, click the Add X lines to invoice button.

Now that the entries are on the draft invoice, you can choose to summarize the entries for how they are presented to the client. Enabling the “Summaize hours logged” option will hide the employee's name from displaying on the client invoice. You can also toggle off any project-level fees if you don’t want to subject the time entries to those.

Optional: Enter a title for the invoice (i.e., “March Hours”) and any text you wish to appear in the memo section. Adjust the payment methods to allow for card and/or ACH if you have MaterioPay or Stripe enabled as payment processors. Additionally, you can insert your legal terms at the bottom of the draft invoice.

Once everything is ready, add the client to the invoice in the Send to field and click the Send button. Alternatively, if you’re not ready to send it to the client just yet, you can save the invoice as a draft. Once saved as a draft, you can Preview checkout, Print (to PDF or a physical copy), or Publish without sending.

Feedback, issues, or questions? Email us at hello@materio.co