What: You can create, change, review and send invoices in Roughly Right. All changes made in Roughly Right are synced to Fortnox. When it is time to invoice a client for a project, go to the invoicing tab of that project’s page.
This might help if you are wondering:
How to create and send an invoice to a client
Create an Invoice:
To start working on a new invoice, click on “Create draft”. At the top you can select from different currencies and languages. The default language and currency can be set for each client.
You can use Free text rows to write specific costs for the invoice, based on your budget, based on a time report or from purchases. Fill in the description and price - alternatively, the price can be left empty so only the text row shows on the invoice. You can also import prices from your budget overview. There is a setting in basics where you can choose to use units and quantity for free text rows. This is set on the agency level.
Expenses can be imported using the dropdown menu. The price for the expense is set in the project itself.
You can invoice employee hours directly by importing directly from the project. Click “Import hours” to filter a date range of time reports to be invoiced. Once the time reports are imported, you can choose how the time will appear on the invoice, such as grouped by activity or date, and which fields are included.
The Invoice Details are added automatically from Basics and the client profile. You can change the details on the invoice level without changing the client. Changing on the client level will affect new invoices but not the ones already created.
Terms of payment can be configured in Basics, where you can import from Fortnox. The client invoicing details can be preset in the client profile, where you can also import the information from Fortnox.
When clicking “send” you will have an option to send through e-mail, e-invoice or download a PDF. In order to send an e-invoice the client needs to be configured in Fortnox for e-invoices. Read more on Fortnox’s website. For the clients that need a paper invoice or if you prefer to send it though your own e-mail you can choose Print. This will download a PDF that can be e-mailed as an attachment or printed and sent in paper form.
