Create, edit, and duplicate invoices

Click New invoice. Search for an existing customer or CRM contact, or enter the recipient manually. Check name, address, postal code, city, country, email, and VAT ID if relevant. You can also link a project. Pulled-in contact data needs to be checked, and later CRM changes don't automatically correct an invoice.

Check the issuer details from settings and fill in the form.

Date and service details

Invoice date, due date, service date, and, if needed, the end of the service period. To create the invoice, the UI requires the recipient name, issuer name, and service date in particular.

Currency and tax

Currency, tax rate, and tax category. For special tax cases, the form offers a reason field. Use the details that match your case; choosing a profile doesn't replace checking the draft.

E-invoice details

Recipient and issuer address for e-invoices, including scheme, plus order reference/buyer reference where needed. Missing or contradictory details can block later send validation.

Bank details and notes

Check payment information and add notes for the recipient.

Enter description, quantity, unit, and unit price. Add further line items, or pull entries in from the product catalog. Check the subtotal, tax, and total in the preview. Values from product templates are starting values; check them in the specific invoice draft.

Save the draft. The number shows as pending until it's finally assigned. Reopen the draft later and use Edit to change the recipient, dates, line items, or notes. Save your changes before opening sending. Downloading a draft's PDF doesn't turn it into a finalized invoice.

Open the template icon in the income overview. Create a template with a name, recurring customer data, payment terms, tax, and default line items. Use the star to mark a template as default. New invoice from a template pulls the values into a new draft. This doesn't create recurring invoices and doesn't send any message automatically.

Open the product catalog via its icon. Create a product with a name, description, category, price, unit, and tax rate. While editing an invoice, you can pull it in as a line item. Later changes to the product catalog don't retroactively change line items on invoices already saved.

In edit mode, actions are available to pull in billable time and project expenses. Choose the matching project or time entries, check the suggested line items, and save. For later verification, invoices with pulled-in time can offer a time record. A source that's already used or reserved isn't freely billable again.

Choose Duplicate in the action menu. A new draft is created with the details and line items carried over. Check the service date, due date, recipient, tax, and project assignment in particular; not every link is copied along. Invoices with linked time entries can't be duplicated via this action, so the same time isn't pulled in again as an invoice copy.

Editing and deleting are meant for drafts. After finalizing, the issued content stays fixed; resending uses the archived documents. A copy doesn't replace or cancel the original invoice. Correcting an issued invoice requires a separate correction process; the current detail UI offers no full guided flow for that.