With AND CO you can create an invoice anytime simply via these options:
- Create tab top right
- Invoices tab
- Clients Tab
- Projects Tab
1. Create Invoice Via The Create + Tab Top Right
Select the create tab in green top right > invoice
2. Create A Invoice Via The Invoices Tab
Select invoices tab > New Invoice
When you select to create a invoice via the create tab or via the invoices tab you will be prompted to select from the options.
- An existing project - this creates a invoice which is linked to your existing project
- A new project - this allows you to create a new project and invoice together.
- Just A Quick Invoice - This allows you to create a quick invoice which is linked to a client (not a project)
For an existing project simply select the project from the drop down menu of options
Once you have selected your project select > Next and select which terms you would like to invoice. These terms you have already set up within the project terms.
Simply select the terms you wish to invoice and select next and your invoice will be created. You can then edit or save your invoice by selecting the options tab top left or select next to send your invoice to your client for payment.
For A New Project simply enter in the project name and select > next and follow the prompts to create your project, project terms and invoice for your client.
Select a existing client or create a new client
Set up your project terms and services you will be invoicing forthe project and select > next
Select the terms you want to invoice for your newly created project and select > next
Once you select > next your invoice will be created and you can save it as a draft or make any edits via the options tab top left
Select Options tab top left to
- Save invoice as draft
- Edit invoice settings
- Turn on edit view
or simply send it to your client by selecting next top right and selecting to send it.
You can also select a email template or create a new email template. YOu can switch between email templates and you can also access these via your settings tab > templates tab where you can create, manage and edit your library of templates. See more via this FAQ article on how you can create email templates
For A Quick Invoice > select Just a Quick Invoice and select next. Simply follow the prompts to enter in what you are invoicing (line items/services/rates) and create your invoice.
Quick Invoices allow you to enter in multiple line items/services and send it to your client for payment. Quick Invoices are linked on a client level (not project level)
Quick Invoices can be viewed via the clients tab by selecting the client > invoices tab or via the invoices tab and you can filter by client.
You can also create quick invoices linked to the client via the clients tab.
3. Create Invoice Via the Clients Tab
Select the clients tab > client > invoices tab > add new or Select the clients tab > client > invoice client
Enter in a description, qty and rate for your line items/services.
You can add in multiple line items by selecting > add line item
Once you are ready select > next and select if required your client or add in a new client
Once you have selected next your invoice will be created and you can save it as a draft, edit it via the options tab top left or send it via the next tab top right and select send.
4. Via The Projects Tab
Select your existing project via the projects tab > project > Select > Invoice Project or select the invoices tab within the project > New Invoice
Select the terms you would like to invoice and select > next
Once you select next your invoice will be created and you can make any edits or save the invoice via the options tab top left or select next to send your invoice to your client.
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌
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