Create an Invoice

Metric allows users to create an invoice based on time logs, expenses, fees, and custom line items. The created invoice can be exported as PDF, QuickBooks, or Xero invoices.

How to Create an Invoice

An invoice can be created on either a project level or a client level:

• Project Level: Open the Project › Invoices section if you need to create an invoice for a specific project (recommended).
• Client Level: Open the Client › Invoices section if you need to create an invoice at the client level (useful for invoicing multiple projects on one invoice).

Steps to Create an Invoice

1. Click the +New Invoice button.
2. The system will generate a unique Invoice Number by default. You can update this number if necessary. The default number format is defined by invoicing settings.
3. Set the Invoice Status:
   • Draft: The default status for a new invoice.
   • Approved: The invoice has no errors and is ready to be sent.
   • Outstanding: The invoice was sent to the client or exported to an external system (e.g., QuickBooks or Xero). Automatically becomes outstanding upon export.
   • Paid: The invoice has been fully paid by the client.
   • Void: The invoice was canceled.
4. Set the Date and Payment Terms. The default terms are derived from project settings (for project-level invoices) or client settings (for client-level invoices). Use Custom Payment Terms to set a specific due date.
5. Fill in optional fields like PO Number, Reference, and Invoice Message. Default values are defined by the invoice template.
6. Click More details to add your Company Name and Company Details. These are pre-filled from the invoice template but can be updated.
7. Click Save to apply changes.
8. Click View to preview the invoice.

Adding Line Items

Invoices can include line items from time logs, fees, expenses, and custom entries. Each line item can be manually edited (description, quantity, rate, item type, and taxes).

Add Line Items from Time Logs

1. Open the invoice and click Edit.
2. Click +Timelogs to add time logs.
3. Select the desired time logs. Use filters (e.g., Project, Employee, Task) and the Date Range Picker to refine the selection.
4. Set Add Selected As:
   • Timelogs: Each log as a separate line item.
   • Employees: Grouped by employee.
   • Projects: Grouped by project.
   • Tasks: Grouped by task.
   • Roles: Grouped by role.
5. Click Select All or Unselect All as needed.
6. Adjust line items if necessary.

Add Line Items from Fees

1. Open the invoice and click Edit.
2. Click +Fees to add fees.
3. Select the desired fees. Use filters (e.g., Project, Task) and Date Range Picker to refine the selection.
4. Set Add Selected As:
   • Fees: Each fee as a separate line item.
   • Projects: Grouped by project.
   • Tasks: Grouped by task.
5. Adjust line items if necessary.

Add Line Items from Expenses

1. Open the invoice and click Edit.
2. Click +Expenses to add expenses.
3. Select the desired expenses. Use filters (e.g., Project, Employee, Task) and Date Range Picker to refine the selection.
4. Set Add Selected As:
   • Expenses: Each expense as a separate line item.
   • Employees: Grouped by employee.
   • Projects: Grouped by project.
   • Tasks: Grouped by task.
   • Roles: Grouped by role.
5. Adjust line items if necessary.

Add Custom Line Items

1. Open the invoice and click Edit.
2. Click +Add under the list of line items.
3. Fill in the item attributes (description, quantity, rate, item type, tax).
4. Save your changes.

Exporting Invoices

Invoices can be exported to various formats:

• PDF: For manual sharing and archiving.
• QuickBooks: Direct integration.
• Xero: Direct integration.

Click the Export button and choose the desired format to complete the export process.