Invoices can be created for any client, and they can also be attached to Projects. If you enable the options in the plugin settings for automatic invoice sending then most of the invoicing work will be done for you. You can however also create ad-hoc invoices for work completed outside of project tasks or for non-project related items.
To access the Invoicing feature, just click the Invoices link in the CQPIM admin menu. Your existing invoices will be shown in a list with their client details and status. To add a new invoice, just click New Invoice.
The Add / Edit Invoice screen has three metaboxes.
This is where you choose your invoice tax date, client, client contact and project (optional)
Set your invoice tax date and choose a client. The Project field will update with open projects that are assigned to that client. Although the Project field is not required, if you are invoicing for a particular project then we recommend you use it, so that you’ll be able to see the invoice from within the project itself.
As with the other pages, there are a series of actions that can be performed on the right hand side. From here you can send the invoice in a single click, send a reminder, view the invoice and add payments
The Line Items section will not be available until a client has been selected. This is so that the plugin can ascertain whether or not sales taxes should be applied to the invoice, as these can be overriden on a client level.
To add a line item, enter a quantity, description and price per item. If you have sales taxes enabled you can also exclude sales tax on a per line item basis.
Totals of your line items, including any configured sales taxes will be displayed underneath the line items, as well as a field that shows payments received and outstanding balance.
Payments & Deductions
This section shows a table of payments / credits on the invoice. If a payment is made via a payment gateway then it will show here. You can also manually add payments and notes by clicking the Add Payment button in the Invoice Details section.