Create Invoice

This can be helpful if you’re wondering about:

• How to create and send an invoice to a customer

You can create, edit, review, and send invoices in Roughly Right. An invoice can be created for a single project, or as a collective invoice where invoice lines can be linked to different projects.

Create an invoice for a single project

1. Find the project you want to invoice and open its detail page
2. On the detail page, select the Invoicing tab
3. In the Invoices and drafts section, click Create draft

Create a collective invoice for multiple projects

1. Go to the Archive via the main navigation
2. In the Archive, select the Invoices tab
3. To the right, above the invoice list, click the +New button
4. In the form that appears on the right, select the customer and click Create collective invoice

Invoice status

At the top of the invoice page, the invoice status is displayed:

• Draft (has no number)
• Created (has been assigned a number)
• Cancelled
• Credited

You can also see whether the invoice is sent, booked, and paid.

Customer, address, and currency

In the next section, you can adjust information populated from the customer’s details, such as address, invoice language, and currency. Click Edit to make changes, or click directly on the field you want to adjust.

Invoice rows

There are several ways to add rows to the invoice. Here we refer to them as Free text, Budget, Purchases, and Hours.

Free text

Click + New line to create a blank invoice row, then fill in the desired information. On a collective invoice, don’t forget to choose which project the row should be linked to. Quantity, Discount, and Account can only be entered if these fields are enabled via Basics.

Budget

It is possible to import row from a project’s budget i.e., the activities and expenses estimated for the project.

1. Click Import budget
2. Select project (collective invoice only)
3. Choose how the rows should be grouped, and deselect any rows you don’t want to include
4. Click Import selected

Once imported, row prices can be adjusted freely. Changes do not affect the values entered in the project’s budget.

Expenses

Import expenses is similar to Import budget, but simpler and without grouping options.
Another difference is that the purchase’s Actual price is used instead of the Estimated price used when importing budget rows.

1. Click Import purchases
2. Select project (collective invoice only)
3. Choose which expeses to import
4. Click Import selected

After importing, row prices can be adjusted freely. Changes do not affect the project budgets.

Hours

Import hours makes it easy to include reported time on an invoice.

1. Click Import hours
2. Select project (collective invoice only)
3. Choose a period to display reported time
4. Choose which rows to import and click Next
5. Select how the lines should be grouped on the invoice
6. Click Import

Once imported, both price and quantity can be adjusted freely. Changes do not affect the underlying time reports.

Invoice details

Here you specify invoice date, payment terms, and VAT rate. Payment terms and VAT rate are pre-filled from the customer if defined there. Changes on the invoice do not affect the default customer settings for future invoices.

Export and preview PDF

You can export the invoice to Fortnox at any time. The invoice will then receive its number, and the Preview button will appear at the top and bottom of the page.
Click Preview to fetch the invoice PDF from Fortnox. If you need to make changes afterward, simply continue working on the invoice, changes are continuously sent to Fortnox.

Send invoice

When it’s time to send the invoice, you have several options:

Print

Choose Print to download the PDF and mark the invoice as sent.

Email

Choose Email to send the invoice by email via Fortnox. Pre-filled information such as subject and message is configured in Fortnox.

E-invoice

Choose E-invoice to send the invoice electronically via Fortnox. This usually requires some configuration in Fortnox.

Print service

Choose Print service to send the invoice via Fortnox’s print service. This usually requires some configuration in Fortnox.