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Learn how to create invoices, send them to the client and get paid for your work.
How do I create an invoice?
In order to create a new invoice you need to go to Accounting → Invoices → Add invoice. You can add items manually to the invoice by inserting new rows or by clicking on the Add outstanding time/costs and select from the dropdown: Add from Timesheet – creates an invoice based on tracked time Add from Expenses – adds expenses to the invoice, but make sure they have
How do I resend an invoice?
Paymo has a late payment reminder option that sends out reminders automatically. If you wish to resend an invoice manually, select the desired invoice → Mark it as Draft → Click on the Send button again.
How to set late payment reminders
Once invoices are sent out to clients, you can set late payment reminders that will be sent to clients automatically. To do so, click on your name (bottom left) → Company settings → Project accounting → Invoicing → Late payments reminders. You can set 3 late payment reminds, which will send a reminder after a certain number of days after the due date. NOTE:
How do I create recurring invoices?
Recurring invoices are useful when you have recurring type of work for which you charge your client on a weekly, monthly, or yearly basis. It works great for retainer projects where the amount is the same each time. To create a recurring invoice, go to Accounting → Recurring → Create a recurring profile by selecting the sta
How do I edit the invoice templates?
If you wish to personalize your invoices and make them match your brand style, just click on Your name (bottom left corner) → Company settings → Project accounting → **Appearance There you can edit the HTML or add custom CSS code. If you click on Add from library you will be able to select different languages and set them as default. TIPS: If you wish to have
How do I change the invoice currency?
You can choose between 85+ currencies by clicking on Your name (bottom left corner) → Company settings → General → **Company details You can also change the currency at an invoice level, when you create one, from the top-left dropdown.
How do I export invoices?
You can export individual invoices by opening the invoice → Export as → PDF. There's also the option to sync it with other bespoke accounting tools, such as QuickBooks Online and Xero. You can also download invoices in bulk. To do so, change from List to Table View
How do I sort and filter invoices?
In List View, invoices are sorted by default in alphabetical order. Filter after them by clicking on the filter icon. If you use the Table View, you can sort invoices by clicking on the column header and then click on the filter icon to filter them by specific fields. A very popular filter is the date filter, so you can see how much you've invoiced in a specific time in
How do I add my company logo to invoices?
To add your company logo to your invoice, click on your name (bottom left corner) → Company Settings → General → **Company details
Can clients pay me using their credit cards?
To help your clients pay you by using their credit card, you need to have an account for: PayPal PayPal PayFlow Authorize.net Stripe Square To set it up you need to click on your profile picture (bottom left corner) → Company settings → Project accounting → Online payment gateways and set up your credentials.
How do I bill a project in stages?
If you need to bill a project in stages, then follow the next steps: Select a project → Overview → Project Settings (the gear icon on top). Here you need to change the project's Billing Method to Time & Materials. This is the only option that allows you to further change the task billing type. Go to the Tasks area of the project and change the tasks' Billi
How do I add payments manually?
You can give your clients the option to pay you by using their credit cards but some might still prefer wire transfers or cash. When that is the case, add payments manually. To do so, go to Accounting → Invoices → Select the desired invoice → View payments and set th
How do I remove the Paymo branding from invoices?
In order to remove the branding from invoices, estimates and late payment reminders, click on Your name (bottom left corner) → Company settings → Project accounting → Appearance and delete it from the Footer area of Invoices and Estimates. Then save the changes.
How do I access the invoice settings?
To access the Invoice settings, click on your profile in the bottom left corner → Company Settings → Project Accounting → Invoicing. Invoicing Settings Here, you can manage the: Default invoice terms Fiscal information that will show up on future invoices 2 tax fields (if applicable) and whether or not you should hide them if they are 0% **Invoice size and form