Tutorial: Invoice Creation

Step 1: Create an Invoice

1. Navigate to Accounting → Invoices
2. Click Add Invoice

Step 2: Fill Invoice Details

Step 3: Add Line Items

Click Add Item for each billable entry:

From Time Logs

1. Select By Project or By Task
2. Choose date range
3. Gauzy calculates hours × rate automatically

Manual Items

1. Enter description
2. Set quantity and unit price
3. Add tax if applicable

From Expenses

1. Select By Expense
2. Choose expenses to bill
3. Amounts populate automatically

Step 4: Preview

Click Preview to see the invoice as the client will see it. Uses your Accounting Template.

Step 5: Send Invoice

1. Click Send
2. Choose delivery method:
   • Email — sends directly to client
   • PDF — download PDF to send manually
   • Link — generate a payment link

Step 6: Track Payment

When payment arrives:

1. Open the invoice
2. Click Record Payment
3. Enter amount received
4. Status updates automatically

Invoice Statuses

Diagram source

stateDiagram-v2
    [*] --> Draft
    Draft --> Sent: Send to client
    Sent --> Viewed: Client opens
    Viewed --> Accepted: Client accepts
    Accepted --> Paid: Payment received
    Sent --> Overdue: Past due date
    Viewed --> Overdue: Past due date
    Sent --> PartiallyPaid: Partial payment
    PartiallyPaid --> Paid: Remaining paid

Next Steps

• CRM Contacts Tutorial
• Invoicing Feature
• Invoice Endpoints