Invoice subtab (Task)
In the Invoice subtab, you can:
specify whether this task should be invoiced when finished.
select the Default checkbox to use settings defined in the client’s profile (see the Client profile – Invoicing subtab section) or deselect it to add custom terms:
Set the Invoice Expected Date
Select the Payment Terms from the dropdown list. For details of how to create payment terms, see the Configure payment settings for vendors and clients | Define payment terms for vendors and clients guide.
Select the Tax Rate from the dropdown list. To find out more about adding tax rates, see the Add a tax rate guide.
click the Add Invoice button. You will be directed to the Client Invoice page. To find out more about creating an invoice, see the Create a client invoice guide.
If an invoice for this task is already created, additional fields are displayed with the invoice details.
Click the number in the Invoice number section to open this invoice page.
Click the Download Invoice button to open the invoice in PDF.