Creating an invoice in Projek allows you to formally bill clients for completed work, approved expenses, or agreed project services. The invoice creation process ensures that all financial details are clearly documented before being sent.
A properly structured invoice includes itemized charges, tax calculations, discounts (if applicable), and defined payment terms. This clarity helps prevent disputes and ensures smooth financial transactions.
By linking invoices to projects and clients, Projek maintains financial transparency and aligns billing with actual recorded work.
Step 1: Access the Invoice Section
Navigate to Invoices from the main sidebar.
Click “Create Invoice."
Step 2: Enter Invoice Details
Provide the required information:
Client: Select the client associated with the invoice.
Project (Optional): Link the invoice to a specific project.
Invoice Number: Auto-generated or manually entered (if allowed).
Issue Date: Date the invoice is created.
Due Date: Payment deadline.
Clear dates ensure proper billing cycles and tracking.
Step 3: Add Invoice Items
For each billable item, enter:
Item Name or Description
Quantity
Unit Price or Rate
Subtotal
Items may represent:
Completed tasks
Logged hours
Approved expenses
Service fees
Product charges
The system automatically calculates totals.
Step 4: Apply Taxes and Discounts (If Applicable)
You may configure:
Tax Percentage
Flat or Percentage Discount
Additional Charges
The final total will update automatically based on adjustments.
Step 5: Save the Invoice
Click “Save” to store the invoice as a Draft.
Draft invoices can be edited before sending to the client.
Before sending, authorized users can modify:
Client details
Invoice items
Rates and quantities
Due dates
Tax and discount settings
Changes update totals automatically.
Before sending, authorized users can modify:
Client details
Invoice items
Rates and quantities
Due dates
Tax and discount settings
Accurate invoice creation ensures transparent billing and strengthens financial accountability within Projek.