Creating an invoice

Click New Invoice to open the two-step flow:

1. Select — Pick what to bill. Choose the client company, expand it to see uninvoiced projects, and tick the time entries and expenses to include.
2. Shape — Build the invoice. Choose a view mode and grouping, add extra line items, set the discount and tax rate, fill in invoice metadata, preview the PDF, then save or send.

View modes & grouping

In the Shape step you choose how entries appear on the invoice:

• Summary— One aggregated line per group. Use the Group By option to group by Project, Staff, or Staff Category.
• Detailed— One line per individual time entry or expense.
• Custom— Full manual control. Edit line items freely, reorder them, and add extras.

Editing a draft

Opening a saved draft from the invoice list opens a three-step editing wizard — Company & Scope, Billable Items, then Review & Finalize — so you can adjust items, grouping, discounts, and metadata before finalizing.

Invoice statuses

• Draft — Editable, not yet sent.
• Sent — Delivered to the client.
• Paid — Payment received.
• Void — Cancelled. Time entries are freed for re-invoicing.

Xero sync

With the optional Xero Sync add-on, sending an invoice creates it in your Xero organisation and payments recorded in Xero mark it paid here automatically.