Create an invoice
- Open Invoices and tap “Create Invoice.”
- Select a client and pull in time entries.
Required fields
- Client name
- Project or service description
- Line items with quantity and rate
- Invoice date and total
Customize line items
- Edit descriptions, quantities, and rates.
- Add fixed fees or discounts as needed.
Export a PDF
- Preview the invoice.
- Export to PDF and send to your client.
Client information responsibility
Client information entered into xoloflow is provided by the user and the user is responsible for ensuring it is accurate and that they have the right to use/store it.