To upload an invoice, your client needs to have freelancer invoicing enabled within their system. If enabled, simply navigate to the Invoices Tab, select the small “+” icon to get started. Creating Invoices is a 2-step process.
1. Search for your client (only those with freelancer invoicing enabled will appear in the list), the task you worked on (if one exists), upload an attachment to accompany the invoice if you wish, and then tag your Project Manager who you would like to send the invoice too.
2. Add a reference ID, select the currency you wish the invoice to be in, and then the amount owed. Once the above has been filled in, 'Create a Draft'.
Congratulations, you just created your invoice!
As long as your invoice is on “Draft” status, it is fully editable.
If your invoice is in draft status, you will need to submit to your client for approval. To send an Invoice, find the three vertical dots on the right-hand side and select 'Send Invoice'. This will send an email notification to your Client asking to review and approve your invoice.
Your invoice is now pending and waiting for approval!
You can also upload any additional invoices such as expenses through the Task view (if the freelancer invoicing is enabled by the client). Simply go to the relevant task and click on 'Add invoice'.
In the new window, add all relevant details and click on 'Submit to client'. Your manager will then receive a notification to review and approve your invoice.
Any questions? Please reach out to firstname.lastname@example.org!