Adding an Invoice

Invoices

Project management isn’t just about adding projects or creating a task. An important activity is to create invoices and send them to the client. Projectopia gives you the ease to create invoices in a few clicks. 

 

To view all the generated invoices navigate to Projectopia > Invoices. Here you will be presented with a list of all the generated invoices with the Title, Client Details, and invoice issue/due dates, invoice amount, and invoice status.

 

 

Adding an Invoice

Project management isn’t just about adding projects or creating a task. An important activity is to create invoices and send them to the client. Projectopia gives you the ease to create invoices in a few clicks. 

To get started:

  • Click on the dashboard and scroll down to my invoice section.
  • To the upper right, you will see Add New Invoice Option.

 

 

  • Click on it to move ahead.
  • On this new page, you will need to fill in the details of the invoice.
  • Add Title: Give the invoice a name.
  • Invoice number: increment the number based on the total invoices created.
  • Invoice date: Select a date from the calendar to set a date.
  • Client: Select the client, one whom you want to send the invoice.
  • Contact: Select the main contact for that client.
  • Project: select the project
  • Partial Payment: Select the checkbox if you want to allow the client to pay in installments.
  • Finally, click on the send invoice to send it to your client.

 

NOTE: If your client is not able to receive the email notification, please check that your client’s billing email address is valid in your client details.

 

Awesomeness delivered
in your inbox.

Copyright © 2021 ExpressTech

Stay connected on