Invoices

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

12 articles in this collection
Written by Joanna Marlow, Ketheren Thorn, and Myles Parsons

How to change the contact person on your invoice?

Written by Myles Parsons
Updated over a week ago

How do I change the layout of an invoice?

Written by Myles Parsons
Updated over a week ago

How do I make a credit note?

Written by Myles Parsons
Updated over a week ago

How do I change the status of an invoice?

Written by Myles Parsons
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.

Written by Myles Parsons
Updated over a week ago

How do I change the language of my PDF templates for invoicing?

Written by Myles Parsons
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.

Written by Myles Parsons
Updated over a week ago

How do I invoice actuals?

Written by Myles Parsons
Updated over a week ago

Creating an invoice

What to do if you want to invoice expenses

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.

Written by Joanna Marlow
Updated over a week ago

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

Customize fees and apply discounts directly on an invoice.

Written by Ketheren Thorn
Updated over a week ago

Integrate with other applications

Forward UBL for expenses

Explanation about forwarded expenses which contain UBL files to be automatically analysed by bookkeeping software.

Written by Myles Parsons
Updated over a week ago