Creating an invoice

Steps for you to create an invoice in WillowSpace
Written by Team WillowSpace
Updated 1 year ago

There are a few ways you can create an invoice for your client in WillowSpace.

  1. Login to your WillowSpace account > click on Documents in the side menu

  2. Click on New Document (right-hand buttons)

  3. Select Invoice from the document type dropdown

  4. Enter in the invoice details

  5. Continue to fill in the invoice settings and add items to your invoice

The second way you can invoice a client is by going into Clients > Selecting the desired client > New Document and continue with the same process listed above.

Lastly, you can always create an invoice from the Projects module. Click on Projects in the side menu > Select the desired project > New Document and follow the same process listed above.

In WillowSpace, you have the ability to send an invoice to your clients, download the invoice as a PDF, or duplicate the invoice for another client or project.

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