Invoices

What Invoices are

An Invoice (INV) is a bill sent to the client for payment. Invoices can be created from an existing Payment Notice — which auto-populates the line items — or entered manually with custom items.

Viewing Invoices

Open a project and click Invoices in the sidebar under Contract Management. The table shows all Invoices with their number, reference, payment terms, subtotal, VAT, total, payment status, and Sage sync status (if connected).

Creating an Invoice

1. 1

   Click Create Invoice in the top-right corner.

2. 2

   Choose how to create the Invoice:

   • Use a Payment Notice — select a Payment Notice from the dropdown. This pre-populates the Invoice with line items from the Payment Notice.
   • Manual Entry — enter an optional reference and add items manually after creation.
3. 3

   Set the Invoice Date.

4. 4

   Select Payment Terms from the dropdown, or create new terms inline.

5. 5

   Select a VAT Rate, or create one inline.

6. 6

   Select the Project Address and Invoice Address. These appear on the generated Invoice document.

7. 7

   If an accounting provider is connected, optionally select a Default Accounting Account.

8. 8

   Optionally add Notes.

9. 9

   Click Create.

Adding custom items

If the Invoice was created manually (not from a Payment Notice), you can add custom line items.

1. 1

   Click Add Custom Invoice Item in the header.

2. 2

   Enter a Description, Quantity, and Value.

3. 3

   Optionally select an Accounting Account and VAT Rate, and enter a Discount percentage (up to 100%).

4. 4

   The Total Value is calculated automatically as quantity × value × (1 − discount%).

5. 5

   Click Create. Tick Continue adding items to keep the form open for adding more.

Syncing to accounting software

If your company has connected Xero or Sage on the Connections page, you can push Invoices to your accounting system.

Click Sync to Xero or Sync to Sage in the header. The sync runs in the background — a loading indicator shows progress, and a notification confirms success or reports any errors.

Once synced, the Invoice header shows the accounting provider's logo with a "Connected" label and a link to the Invoice in the external system.

Other actions

From the Actions dropdown you can:

• Generate Report — produce a PDF Invoice document
• Modify Invoice — edit Invoice details
• Link with Issue — associate with a project action
• Cancel Invoice — cancel the Invoice

Next steps

• Sales Credit Notes — issue credits against Invoices.
• Payment Notices — create the Payment Notices that Invoices can be generated from.