How to Create an Invoice
Invoices are how you bill your clients. retaincoda 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 to a project milestone for tracking.
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.