Create an invoice
Build an invoice with your client, the work you did, taxes and a due date.
An invoice tells your client what they owe and gives them a way to pay. Build it once with clear lines and the right client details, and it is ready to send.
Before you start
- Set up at least one way to get paid, such as bank transfer or an online payment provider such as Stripe. Without one, your client has no way to pay the invoice.
Create the invoice
- Open Finance › Invoices and select New Invoice.
- Choose the client's account and Contact. To bill a person who has no company, select New contact, enter their name and email, and select Add contact.
- Check the Recipient Email. Change it if the invoice should go to another address, such as a billing inbox.
- Check the issue date and pick a due date.
- Select Add Line Item for each piece of work. Pick a saved service, or type a name and select Use "…" to keep what you typed.
- Enter the quantity, unit and price, then add tax or a discount where needed.
- Add notes or payment terms your client should read.
- Select Save Draft, or send it now.
A discount under the totals (+ Discount) comes off before tax: tax is worked out on the discounted amount. Invoices created before November 4, 2026 keep the totals they were saved with.
You're done when the invoice appears in Finance › Invoices with the right client and total.
Bill tracked time or expenses
When the client has unbilled time or billable expenses, select Import Time Entries or Import Expenses in the line items area. Rewrite any internal wording before you send. Time counts as billed only while it is on an invoice line; remove the line and that time is unbilled again.
Show a client's address on the invoice
The Bill To address comes from the invoice's selected recipient. An Account recipient uses the saved account address. A Contact recipient uses the saved contact address.
Open that record in CRM › Accounts or CRM › Contacts and fill in its Address, City, State/Province, Postal Code and Country fields. The Billing section's Tax ID is separate from the address. The invoice's Shipping address is also separate from Bill To.
If the correct recipient is selected and its address is saved but missing from the invoice or PDF, the address has not carried through. Email support@agiled.app with the invoice number so support can investigate. You do not need to enter the same address again or change template settings.
Save a client's billing details
Some clients pay in another currency, need their tax number on every invoice, or pay in 45 days. Save this once and every new invoice and estimate for them starts right:
- Open CRM › Accounts and select the client.
- In the Billing section of the side panel, fill in Tax ID, Currency and Payment terms (days). Leave a field empty to use your workspace default.
The tax ID prints under Bill To. You can still change the currency or due date on any single invoice.
Show the client's address on invoices
Bill To shows the address saved on the client's account: its Address, City, State/Province, Postal Code and Country fields. If the account has no address, the contact's address is used instead. There is no setting to turn on; the address appears on the invoice, its PDF, the public invoice page and the client portal.
If the address is missing, open CRM › Accounts, select the client and fill in the address fields. Fields you've named Billing Address, Billing City and so on are used before the plain ones. Estimates show the address the same way.
Good to know
- Attachments are private to your team until you turn on Visible to client for each file.
- To take a deposit or split the total into payments, open Payment schedule. See deposits and payment schedules.
- Changing a saved service later does not change invoices that already use it.
- The invoice number fills in from your sequence. Change the sequence in numbering settings.