Creating a new invoice is easy and fast. First you need to navigate to the project under which you want to create your invoice. You can create invoices under every project you have. Here’s how to create an invoice for your client.
![invoice first half]()
Create New Invoice
- Go to Projects and choose a project you want to create invoice under.
- Click Invoices tab.
- Click New Invoice.
- You will see an invoice creation form like the image above.
Below is a short explanation of what each of the fields do in New Invoice form.
Invoice Title
Give your invoice a title that will show up on as the header of your invoice.
Client
Choose which client you’re going to issue the invoice to. If you select a client here, he or she will see this invoice issued to him/her when they log in.
Addresses
Here you will find two address fields for To and From placement. “From” will list your company address by default if you have set it in the settings. You can update the address regardless.
The “To” field will have the address of your client which you can manually enter here. Both addresses will show up in the invoice.
Due Date
This field is self-explanatory. You can input a due date for the invoice.
Invoice Discount
If you want to offer a discount to your client, you can type in the amount here.
Partial Payment
You can enable partial payment for the invoice by checking this option. Checking this option will enable a new field where you can type in the amount of partial payment.
Initial Invoice Entry
This is where you enter all the items/hours for which you will be charging your clients. This has two parts.
Task
If you want to charge your client by the hour, or for hourly tasks, this is where you will enter your tasks. You can create multiple tasks, give them a name and a description, add an hourly rate and put in the amount of hours you’re charging. Invoices will automatically calculate the charges.
You can add or delete tasks using the green and red buttons before the task items.
![invoices in wp project manager]()
Item
On the second part, you can add items for which you are going to charge your client. You can add as many items as you want, add unit price and quantity. You can also put in Tax charges should it apply. Invoices will automatically calculate and show the total amount at the bottom.
Terms
You can add terms and conditions at the bottom of the invoice. Text you enter into this field will show up in the invoice.
Notes Visible to Client
Just like Terms, you can optionally add custom notes for your clients which will be shown at the bottom of the invoice. You can add those text in this field Notes Visible to Client.
When you’re done, you should click the Add Invoice button and that will save the invoice. The client, when logged in, can see the invoices issued to them from front-end. See how to show invoices on the site to your clients.
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