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Help Center
Invoices
What's new
2024 Release Notes
2023 Release notes
2022 Release notes
2021 Release notes
Getting started
Trial Resources
Time & Expense user training
Projects
Billable rates
Timesheets
Resourcing
Invoices
Tips & troubleshooting
Revenue Forecasts
Organisation Budgets
Expenses
Purchase Orders
Users & People
Leave management
Margin (profit/loss)
Billable and cost rates
Integrations
Xero
Azure DevOps and Jira
HubSpot
Chrome
MYOB Accountright
QuickBooks
Zapier
Power BI
Salesforce
Access levels
Single Sign On
Microsoft Entra ID
Quotes
Quote templates
Companies
Contacts
Glossary & Definitions
Administration
Utilisation
Notifications
Security
Other
Admin & Config
Guide to configuring your Projectworks environment
Users
System
Integration
Companies
Projects
People
Finance
Notifications
Invoices
Everything you need to know about creating and sending invoices
Overview of invoicing
Creating an invoice
Creating invoices in bulk
Invoicing using percentage complete
Approving invoices
Actioning invoices
Emailing invoices
Exporting invoices to your accounting system
Invoice defaults
Line item structure and qty x rate on invoices
Customising the invoice email wording
Credits and credit notes
Invoice adjustments on time (write-ups and write-downs)
Invoice PDF templates
Invoice with Day Rates
Tips & troubleshooting
Invoicing tips & tricks
Common invoice exporting errors
How to manage intercompany billing