EDITING
Invoice Details
From
Bill To
Project & Notes
Line Items
Add at least one line item with an amount greater than $0
Adjustments
Subtotal$0.00
Tax (0%)$0.00
Discount-$0.00
Total Due$0.00
Activity ▼
Fill in the form and click Preview
to see your invoice here.
Status Breakdown
Revenue by Client
Monthly Revenue (12mo)
Aging Report
Tax Report
Payment Analytics
Payment Methods
Recurring Invoices
Expenses
Expenses by Category
Monthly Expenses (12mo)
Time Tracking
Unbilled Summary
Hours by Client
Estimates & Quotes
Invoices
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0 selected
InvoiceClientStatusDateAmountActions
Company Info
Invoice Defaults
Currency
Line Item Templates
AI / Discovery

Connect your Anthropic API key to power AI-driven stakeholder discovery conversations. Without a key, discovery chat uses mock responses.

Email / SMTP

Configure SMTP to automatically send branded discovery invitations and reminders to stakeholders.

Authentication
Danger Zone
Keyboard Shortcuts
Ctrl+SSave & Download PDF
Ctrl+NNew Invoice
Ctrl+PPrint Invoice
Ctrl+DToggle Dashboard
Ctrl+ESave as Estimate
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