To create an invoice, approved users must navigate to the Invoices tab, and select the '+' icon to get started
Search for the freelancer you would like to pay by typing their name into the 'Payee' field. Once populated into the field, all associated Tasks they have worked on will be available to select in the 'Task' field. If this is for an Invoice unrelated to work on Kalo, you can create your own Task details instead.
If you have additional documents that you wish to add to this Invoice, there is also a field to upload these into by dragging and dropping the file right into the field. Once you have inputted all of the criteria for Step 1, select 'Next' and move onto the Final step.
Fill out the remaining information in Step 2, and select 'Create'. Congratulations, you have created an Invoice!
For more information on our Invoice Statuses, check out this article.
Any questions? Please reach out to email@example.com!