How do I create an invoice?
Learn how to create invoices in Paymo.
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 the same currency as the invoices.
Add from Projects – creates an invoice based on flat-rate projects
Add from Tasks – creates an invoice based on flat-rate tasks
Add from Retained Period - creates an invoice for retainer period
NOTE: You can find more information on how retainers work here: How to create and use retainer projects
NOTE: If you select Add from Timesheet, there's the option to attach a time report to the invoice to offer more details about what you've been working on.
You can also create an invoice by going to Projects → Select a project → Overview → Click on Invoice Unbilled AR.
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