How to Create and Send an Invoice

Invoices are created one of two ways:

1. Manually
2. Automatically, when a project is accepted

To create an invoice Manually:

1. In order to create an invoice, a project must have an accepted proposal. For help with accepting proposals, click here.
2. Once a proposal is accepted, navigate to the Invoices tab on the Edit Project page. 
3. Here is where you can see all existing invoices for a given project. 
4. Click the green + button, to create a new invoice.
5. Fill in the details:
   1. Balance & Balance Type
      • You can decide to require a percentage of the total project balance, or a dollar amount.
      • For example, 50% OR $500. 
   2. Issue Date
   3. Due Date
6. Click the green Save button, . 
7. You have now manually created an invoice!
8. To edit the details, just navigate to that invoice and edit any details needed. 
9. To send this invoice, navigate to the invoice page and click the gray send button at the top of the page, .
10. To delete this invoice, navigate to the invoice page and click the red delete button at the top of the page, .
11. To view the invoice, navigate to the invoice page and click the purple View button at the top of the page, .

To create an invoice automatically:

1. When a proposal is accepted, an invoice is already created with the following default details:
   • Balance & Balance type = 50%
   • Issue Date = the day the invoice is accepted
   • Due Date = 7 days after Issue Date
2. To edit the details, just navigate to that invoice and edit any details needed. 
3. To send this invoice, navigate to the invoice page and click the gray send button at the top of the page, .
4. To delete this invoice, navigate to the invoice page and click the red delete button at the top of the page, .

To view the invoice, navigate to the invoice page and click the purple View button at the top of the page, .