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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:
Project Hours
Based on logged, billable time from tasks
Can be summarised or itemised by task
Project Tasks Not Invoiced
Charges based on completed tasks marked as billable
Project Expenses Not Invoiced
Includes any billable project-related expenses
Manual
Start a blank invoice and enter details manually
💡 You can combine all methods or invoice items separately.
📝 Fill in Invoice Details
Select the Client (automatically filled if linked to the project)
Add or review line items , rates , and quantities
Set due date , issue date , and terms
Add notes or terms if needed
Click Save to create the invoice.
📤 Send the Invoice to the Client
Once the invoice is created:
Open the invoice from the Invoices tab
Click Send to Client in the top-right
Choose delivery method:
Send via email
Generate PDF
Select the contact and review the message
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.
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- 📤 Invoicing & Billing
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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