When creating a new invoice, you can add billable items such as timesheet entries, expenses, or fixed billable amounts. However, there may be several scenarios in which you will not be able to see a time entry or expense you are trying to add to an invoice. These are outlined below.
To change the default invoice settings, navigate to the Settings > Invoice Settings.
Avaza makes it easy to set up a Recurring Invoice profile for when you want to invoice on a predefined schedule.
With Avaza, you can create a Project from an Invoice easily. When you create a Project from an Invoice, each line item is added as a task into the Project, with some additional options based on your requirements.
Here is a field-by-field guide on how you can fill out an Invoice for your client in Avaza. See an explanation of the available fields below.
You can email invoices to clients. Navigate to the invoice you want to email by going to Invoicing > Invoices and clicking on the Invoice you wish to send. You will see a ‘Send Invoice’ button at the top of the invoice.
Navigate to Settings > Email Templates and select the “Send Invoice” template from the list. You can customize the email text as per your requirement.
Navigate to Settings > Invoice Settings to add a logo to an invoice. The Invoice/Estimate Templates section allows you to upload a logo that will be displayed on web and PDF invoices.
You can absolutely copy an existing invoice. On the invoice details page of an existing invoice select “Copy” from the action drop-down.
Yes, you can download a PDF version of an invoice. Navigate to Invoices and click on the Invoice you wish to view. Click the PDF button.