2.3. How to create a project invoice

Once you have one or more billable tasks, expenses or products in a project, you can invoice the client.

This tutorial continues the previous lessons and shows how to create an invoice. It also shows how you can send it to the client.

  1. Make sure you are in the Projects view. If you are not, go to View » Projects to change the view.

  2. Click the Rhetoric project in the Projects tree to select it.

  3. Go to Business » New Invoice to create a new invoice. Fanurio will display the Add Project Items window to let you choose the project items (tasks, expenses, trips or products) for the invoice.

    1. The task Proofreading the manuscript and the expense Printing the manuscript are checked by default. Click Add to add them to the invoice.

    2. Type 1 in the Number field.

    3. Click Create.

    Once an invoice is created, the view is automatically switched to Invoices in order to display the new invoice.

  4. Right-click the invoice to display the contextual menu and select Export Invoice.

  5. Select a folder where you want to export the invoice if you don't want to use the default one.

  6. Click Export.

    Fanurio will export the invoice as a PDF file and it will open it. You can send the PDF invoice to Aristotle by email as an attachment or print it and send it by mail.

    The invoice is exported using the default template that comes with Fanurio. The next lesson will show how you can customize this template to look exactly like you want it to.

Invoices are explained in more detail in a separate section. You'll learn how to number then automatically and how to create invoice reports.