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  • How to Issue an Invoice

How to Issue an Invoice

In Relancer system, generating invoices is straightforward. You can create them manually or based on tracked time and expenses.

Steps to Create an Invoice: #

  1. Navigate to the Invoices section.
  2. Click on “New Invoice.”
  3. Choose a client or create a new one.
  4. Input the necessary details: address, currency, language, and invoice ID (automatically generated).
  5. Set the issue and due dates.
  6. Add items manually, from a template, or based on project data.
  7. Apply taxes and discounts as needed.
  8. Include a client note or private comment if desired.
  9. Click “Create Invoice.”

Configuring Invoice IDs #

Invoice IDs are automatically generated based on the format you set (e.g., INV-2024).

Sending Invoices #

  1. Open an unsent invoice.
  2. Click “Send by Email.”
  3. Enter recipient details and email content.
  4. Select online payment options (full, partial, or none).
  5. Click “Send Invoice.”

The recipient will receive the invoice as a PDF attachment.

Recording Payments #

For online payments, you’ll receive a notification. To manually record payments:

  1. Open the invoice.
  2. Click “Add Payment.”
  3. Enter payment details.
  4. Save to update the invoice status to either “Paid” or “Partially Paid.”
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Updated on August 18, 2024
Estimating projects or tasks
Table of Contents
  • Steps to Create an Invoice:
  • Configuring Invoice IDs
  • Sending Invoices
  • Recording Payments

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  • RELANCER TECH LTD (reg.num 15882143)
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