Creating an invoice is essential to be paid and manage cash flow, a formal way to document what has, or will be delivered, and detail when payment falls due. Creating an upfront, pro-forma, phase or project completion invoices enable you to manage invoicing to suit both the business and client requirements.
Navigate to your Project, navigate to the Invoice tabs, click on + New Invoice and a blank invoice will open up.
From this page you will be able to enter a description and specific information you wish to share with the client, or finance team.
From the Project Items tab you have the ability to invoice the estimate, from a Purchase Order, Bills, Expenses and Timesheets.
Invoices can be back dates, or prepared in advance of future release. Details such as payment terms, company, or client details and currency are the defaults set in Companies.
For more details on how to invoice from an accepted estimate refer to this Knowledge base article Create an invoice from an accepted estimate, or for more advanced features such as Invoice a part, or percentage of an accepted estimate.