6. Invoices

Invoices can be created for any client, and they can also be attached to Projects. If you enable the options 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.

 

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 two simple metaboxes. One is for your line items, and the other is for choosing a Client/Project.

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, and mark the invoice as paid.

Simples.