#CREATE AN INVOICE ONLINE FOR HOW TO#

If you’ve set specific payment terms for your contact, these will be applied to the invoice.Īdd any additional text that you wish to include on the invoice. Find out more about how invoice numbering works in FreeAgent.Įnter the invoice date, payment terms and select the currency for the invoice. The default invoice sequencing in FreeAgent is global. Invoice referenceįreeAgent automatically gives the invoice a reference number but you can override the ‘Invoice Reference’ field if you need to. You’ll need to complete the main details for the invoice in this section. You can choose to add unbilled timeslips, expenses and estimates. If you select a project to attach the invoice to, you will be given the option to add any unbilled items from the project to the invoice. If it's for a new project, you'll need to create the project first. If you’re creating this invoice as part of an existing project, select the relevant project from the ‘Project’ drop-down menu.

You can also add a new contact by selecting 'Or add a new contact' next to the ‘Contact’ field. Please note that if the contact is hidden they won’t appear in the list. Select which customer the invoice is for from the ‘Contact’ drop-down menu. Next, you’ll need to complete the contact and project details, invoice details, online payment options (if applicable) and more options fields. If you’ve already created your first invoice in FreeAgent, select 'Add New Invoice' in the top-right to create a new one. If you’re creating your first invoice in FreeAgent, select ‘Create your first invoice’. Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.Īlternatively, you can create an invoice by selecting ‘Quick Links’ on the ‘Overview’ page and selecting ‘New Invoice’ from the drop-down menu.

Please ensure that the customer you are creating the invoice for has been added as a contact, either by uploading their information into FreeAgent, importing them from Basecamp or manually adding them as a new contact, before following the steps below.

#CREATE AN INVOICE ONLINE FOR HOW TO#

If you need to make changes to an invoice that you've previously created, find out how to edit an invoice. This article explains how to create an invoice in FreeAgent to send to a customer.

Create an invoice online for