An invoice in Billable is the same job every time: list the work, set the dates and tax, pick a currency, send it. Here is the whole loop, start to finish.
Step by step
- Start a new invoice — Pick the client you are billing. Their details come from the client record, so you are not retyping an address you have already saved once.
- Add your line items — List each piece of work with its amount. Billable adds everything up as you go, so the totals at the bottom always match the lines above them.
- Set the dates, tax and currency — Choose an issue date and a due date, apply a tax rate, and pick the currency you want to bill in. If you have set a default tax rate and home currency in your settings, new invoices start out already filled in with them.
- Send it, or download it — Email the invoice straight from Billable, with the PDF attached and the subject and message written for you. Or download the branded PDF and send it yourself.
- Keep the status honest — An invoice moves through draft, sent and paid. Marking it paid when the money arrives is what keeps your dashboard totals, your overdue list and your reminders telling the truth.
Keeping invoices tidy
- Set your business name, address and logo once in settings and they will be prefilled on everything you send.
- Attach the signed contract or brief to the invoice itself so the paperwork sits with the money.
- If the work was tracked with a timer, add the unbilled time to the invoice rather than typing hours in by hand.