Skip to main content

Invoicing

Write invoices based on tracked costs, bookings, or by converting quotes into invoices. freispace allows for granular control over your invoice's design, contents and legal specifics.

Creating a new invoice​

  1. Navigate to the "Invoices" tab.

Invoices tab navigation for accessing invoice management interface

  1. Select "New Invoice" or "New recurring invoice" from The drop-down menu as required.

New invoice dropdown menu with options for standard and recurring invoices

Invoice recipient​

  1. Either manually type the address in the "Recipient" box.
    Or click "Select" to choose a client from your list.

Recipient selection interface with manual entry option and client list selection

Invoice details​

  1. Fill out required details, such as the "Invoice date", Due date" or "service period" through the checkboxes on the right.

Invoice details checkboxes for date, due date, and service period configuration

  1. Adjust the "Subject" field as required.

Subject field for customizing invoice title and reference information

  1. Use the "Header" text box for adding unformatted information to the beginning of your invoice, such as a greeting.

Header text box for adding greetings and unformatted information to invoice top

  1. Text snippets can be saved as templates.
    "Variables" can e inserted for automating information about the "date and time", "the recipient", or details from the invoice directly.

Snippets and variables interface for automating invoice text and information

Building an invoice from scratch​

Add invoice line items​

  1. Use the blue options to add lines to the invoice.
    The "+Add Goods/service" option allows you to access access Items within your list of services.

Add goods and services button for inserting predefined items into invoice

tip

Using predefined "Goods and services" allows for automating individual pricing and currency options based on issuing company, Client, or Client groups.

  1. Click "+add line item" to add custom entries.

Add line item button for creating custom invoice entries and charges

  1. "Overall discounts or surcharges" can be applied as required.

Discounts and surcharges options for applying overall invoice adjustments

  1. At the bottom of the invoice is a "footer" where unformatted text can be added to the end of the quote.

Footer text box for adding closing information and terms to invoice bottom

  1. There are also additional options to change to the currency, language, or payment method as required.
    Taxation rules can also be adjusted as defined by your company.

Currency, language, and payment method options with taxation rule settings

Convert quotes to invoices​

  1. Navigate to the Quotes tab ans select a finalised quote.

Quotes tab selection interface for choosing finalized quotes to convert

  1. Click on the further options button and select "Create invoice".

Create invoice option in quote actions menu for conversion process

  1. Select which elements from the quote you would like to transfer to the invoice.

Quote elements transfer selection for choosing items to include in invoice

  1. Choose whether to create a single invoice, or split the total into multiple invoices.

Single or multiple invoice choice for splitting quote into separate invoices

  1. Click "Create invoice"
    You'll be transferred to the invoice tab with a new draft invoice containing the items from the quote.

Create invoice button to finalize quote conversion and generate draft invoice

Invoice preview​

  1. Activate the "Preview" button to view your Invoice while building.
    Use the arrow to navigate between pages. Zoom and refresh as required.

Preview mode interface for viewing invoice layout with navigation and zoom controls

Finalize invoices​

  1. Once content: click the finalize button.
    Adjust document options as required.

Finalize button with document options for completing invoice preparation

  1. Then select how you wish to distribute your Invoice

Invoice distribution options for sending, downloading, or printing completed invoices

llms.txt  • Last updated on