Invoices

Everything you need to know about creating invoices and sending them to your client.

Steffan Kohnke avatar Joanna Marlow avatar Ketheren Thorn avatar
13 articles in this collection
Written by Steffan Kohnke, Joanna Marlow, and Ketheren Thorn

How to change the contact person on your invoice?

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Written by Steffan Kohnke
Updated over a week ago

How to change the lay-out of an invoice?

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Written by Steffan Kohnke
Updated over a week ago

How to make a credit note?

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Written by Steffan Kohnke
Updated over a week ago

How to change the status of an invoice?

Steffan Kohnke avatar
Written by Steffan Kohnke
Updated over a week ago

Format PDF for Estimate, Invoice and PO in your own branding

Read here everything about creating a template for these documents.
Joanna Marlow avatar
Written by Joanna Marlow
Updated over a week ago

How to change the language of your PDF templates for invoicing?

Steffan Kohnke avatar
Written by Steffan Kohnke
Updated over a week ago

Invoicing an estimate in parts

Large project quotes are often paid in parts. To ensure that budget management becomes a little easier, this is possible with Rodeo.
Joanna Marlow avatar
Written by Joanna Marlow
Updated over a week ago

Invoicing actuals

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Written by Joanna Marlow
Updated over a week ago

Client specific rate cards

If you have client specific rates and agreements. It's possible to create a client specific rate card.
Joanna Marlow avatar
Written by Joanna Marlow
Updated over a week ago

Creating an invoice

What to do if you want to invoice expenses
Joanna Marlow avatar
Written by Joanna Marlow
Updated over a week ago

Creating a default time card

If you have different rates for different activities you can set a default rate card.
Joanna Marlow avatar
Written by Joanna Marlow
Updated over a week ago

How to add a fee or apply a discount to an invoice?

Customize fees and apply discounts directly on an invoice.
Ketheren Thorn avatar
Written by Ketheren Thorn
Updated over a week ago