Once you have met the project commitments made against a payment term, you can create an invoice and request payment for the term.

To simplify invoicing, Cloud allows invoices to be created from multiple pages. Where to create the invoice from will depend on your preference.

This article explains how to create invoices from the Project details view. Check out these articles if you want to know other pages from where you can create invoices.

To create the invoice from the Project details view:

1/ Go to "Details > Payments" in the Project details view.

2/ Click "New invoice" in the top-right corner, and this will open a modal. Select the term for which you are creating the invoice and set or change the billing and due dates.

3/ You have the option to display the complete payment schedule and add a message that will be seen in the invoice.

4/ Select the payment integration and the payment method.

5/ Click "Create."

This will create the invoice and show the options to download or share the invoice.

Up at the top-right corner of the invoice, you will see the icons to download a PDF of the invoice, present it over a desktop-sharing application or in person, or share it electronically.

You will see 3 options under the "Share" icon.

Here, you can share the invoice via email.

Here, you can share the invoice via email and also send unique URLs of the invoice to the recipients. This is helpful to track invoice views.

Here, you can see who all viewed the invoice. You can also resend the email, revoke or grant access, or remove the recipient from the accessors list.