How to Create an Invoice
Invoices are how you bill your clients. clientfam lets you create professional invoices with line items, taxes, milestone links, and flexible payment tracking.
Step 1: Navigate to Invoices
Click "Invoices" in the sidebar, then click "New Invoice".
Step 2: Fill in Invoice Details
- Client (required): Select who you're billing.
- Project (optional): Link to a specific project.
- Invoice Number: Auto-generated from your billing settings prefix and counter.
- Invoice Date: When the invoice is issued (defaults to today).
- Due Date: Payment deadline.
- Currency: Defaults to your workspace currency.
- Notes: Payment terms, special instructions, or thank-you message visible on the invoice.
Step 3: Add Line Items
Click "Add Item" to add billing lines. Each item has:
- Description: What the charge covers.
- Quantity: Number of units or hours.
- Rate: Price per unit.
- Tax Category: Apply a tax rate from your tax categories.
- Milestone (optional): Link an eligible project milestone for tracking. Fully paid milestones are not available, and partially paid milestones are limited to their remaining unpaid amount.
The totals update automatically as you add or modify line items.
Step 4: Save
Click "Create Invoice". The invoice is saved as Draft. Review it, then send it to the client when ready.
Tip:
You can also create invoices by converting an accepted proposal or by duplicating an existing invoice.