With AND CO you can create a invoice via the 

  1. Create tab top right 
  2. Invoices tab 
  3. Clients Tab
  4. 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. 




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. 💌

__________________________________________________________________

Did this answer your question?