Creating your first invoice

After logging into your dashboard, click on the Invoices tab from the menu on the left side of the screen and start the invoicing process by clicking the New Invoice button.

Step 1: Talent & Project

Begin by selecting the appropriate client and project for the invoice. If the talent or project is not listed, add them using the 'New Talent and 'New Project' options.

Once the talent and project are selected, determine the invoicing frequency. Options available are: Once (default), Weekly, Monthly, Every 3 Months, Every 6 Months, and Yearly. 

If you are managing multiple companies, choose the desired company for invoicing from the 'Select Organization' dropdown menu.

After reviewing selections, proceed to the subsequent step.

Step 2: Financials

In this step, you have the option to set the invoice currency and amount, choose a payment account for the freelancer to receive funds, and determine which party (your business or the talent) will cover the service fee.

For details on minimum and maximum invoice amounts, refer to the appropriate documentation. A list of supported currencies is also available in the documentation.

A service fee is applied to each transaction. The responsible party for this fee can be set to either 'My Organization' (default setting) or 'Talent' under the 'Service Fee Payer' section.

A comprehensive breakdown, including the service fee, the payment amount you will be charged, and the net amount talent will receive, is displayed at the bottom of the page. Once reviewed, click 'Next' to advance.

Step 3: Scope of Service

This step involves providing specific details related to the work for which the invoice is being generated.

First, select the category and sub-category that define the service you’ve been provided. 

Begin by selecting the relevant category and sub-category that best describes the service you've offered.

Optionally, you can add a description to the invoice. Ensure the description is in English and refrain from using inappropriate language.

Files can be attached to the invoice for reference. Supported file types include .docx, .xlsx, .ppt, .pdf, .jpeg, .png, and others, with a maximum size limit of 20 MB per file.

Choose the current delivery status of the service.

Once these details are set, you can proceed to view the proforma invoice details before creating it.

Step 4: Prepare & Issue

In this step, it's essential to thoroughly review the details of the proforma invoice to ensure accuracy. 

When satisfied, proceed by clicking the "Send Invoice Now" button to create the transaction.

You can also preview the email that will be sent to your talent by clicking on the Preview E-mail button.