Creating and Sending Project Invoices in Britixo CRM?

📘 Introduction:

Britixo makes it simple to turn project work into professional invoices. Whether you bill for time spent, fixed fees, or project-related expenses, you can generate invoices directly from the project view. This feature helps streamline billing and ensures all services are accounted for accurately.

🧭 Step-by-Step: Invoice a Project in Britixo

📂 1. Open the Project

• Navigate to Projects in the left menu
  
  

• Click the project you want to bill
  
  

🧾 2. Go to the Project's Invoices Tab

• Click the Invoices tab inside the project
  
  

• This tab shows all previously generated invoices for the project
  
  

➕ Create a New Invoice

Click the New Invoice button to start.

Choose Billing Method:

You’ll be prompted to select how the invoice should be created:

1. Project Hours
   
   

• Based on logged, billable time from tasks
  
  

• Can be summarised or itemised by task
  
  

2. Project Tasks Not Invoiced
   
   

• Charges based on completed tasks marked as billable
  
  

3. Project Expenses Not Invoiced
   
   

• Includes any billable project-related expenses
  
  

4. Manual
   
   

• Start a blank invoice and enter details manually
  
  

💡 You can combine all methods or invoice items separately.

📝 Fill in Invoice Details

1. Select the Client (automatically filled if linked to the project)
   
   

2. Add or review line items, rates, and quantities
   
   

3. Set due date, issue date, and terms
   
   

4. Add notes or terms if needed
   
   

Click Save to create the invoice.

📤 Send the Invoice to the Client

Once the invoice is created:

1. Open the invoice from the Invoices tab
   
   

2. Click Send to Client in the top-right
   
   

3. Choose delivery method:
   
   

• Send via email
  
  

• Generate PDF
  
  

4. Select the contact and review the message
   
   

5. Click Send
   
   

🔔 Clients will receive the invoice by email and can pay it via their portal (if online payments are enabled).

🔍 View and Track Invoice Status

From the Project > Invoices tab, you can:

• See invoice numbers and issue dates
  
  

• Check status: Draft, Sent, Paid, Overdue
  
  

• View total and outstanding amounts
  
  

• Filter by date or status
  
  

You can also go to Sales > Invoices to see all invoices across all projects.

✅ Tips:

• Use automatic time tracking on tasks for accurate billing
  
  

• Always link billable expenses to the correct project
  
  

• Review invoice previews before sending
  
  

• Add taxes or discounts as needed per client agreement.