What You Can Do with Sales Invoicing from Projects

1. Create up to 3 invoices directly from a project (for free).
2. Generate and download professional PDF invoices with your company logo.
3. Track all invoices through the new "Invoices" tab in each project.
4. Request an upsell for more advanced invoicing features after reaching your free limit.

How It Works

1. In your sidebar, go to Projects
2. Open any project and look for the "Invoices" tab
3. Click on Create Invoice
4. Fill in the details, including:
   • The client
   • The number of hours worked (e.g., 5 hours)
   • The hourly rate (e.g., €30 per hour)
   • The tax rate
5. Once you’ve entered all the necessary information, click Issue Invoice to create your invoice

1. Download or Send the Invoice

Sales Invoicing Limitations (Freemium Tier)

• You can create a maximum of 3 invoices across all projects.
• Once you reach this limit, a banner will appear in your "Invoices" tab.
• The banner will inform you that you have reached the limit and offer you the option to request an upsell.

Upgrade for Unlimited Invoices

When you reach the 3-invoice limit, you will need to upgrade to Sales Invoicing for full functionality. This upgrade will give you:

• The ability to create unlimited invoices and quotes.
• A centralized view of all quotes and invoices where you can edit, delete, and view them.
• The option to download professional PDF invoices instantly.

Key Benefits of Sales Invoicing from Projects

• Efficiency: No more manual invoicing or spreadsheets.
• Professional Invoices: Create and send invoices with your company logo.
• Track Progress: Keep track of all invoices within each project.
• Growth: Easily upgrade when you need more advanced features.