If it's for a new project, you'll need to create the project first. If you’re creating this invoice as part of an existing project, select the relevant project from the ‘Project’ drop-down menu. You will need to edit the contact to add additional details if you create a contact this way. However, this only allows you to enter the name of the new contact, not their email address. You can also add a new contact by selecting 'Or add a new contact' next to the ‘Contact’ field. Please note that if the contact is hidden they won’t appear in the list. Select which customer the invoice is for from the ‘Contact’ drop-down menu. Next, you’ll need to complete the contact and project details, invoice details and more options fields. If you’ve already created your first invoice in FreeAgent, select 'Add New Invoice' in the top-right to create a new one. If you’re creating your first invoice in FreeAgent, select ‘Create your first invoice’. Navigate to ‘Invoicing’įirst, navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.Īlternatively, you can create an invoice by selecting ‘Quick Links’ on the ‘Overview’ page and selecting ‘New Invoice’ from the drop-down menu. ![]() Please ensure that the customer you are creating the invoice for has been added as a contact, either by uploading their information into FreeAgent, importing them from Basecamp or manually adding them as a new contact, before following the steps below. ![]() If you need to make changes to an invoice that you've previously created, find out how to edit an invoice. This article explains how to create an invoice in FreeAgent to send to a customer.
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