---
title: How to Issue an Invoice?
description: How to Issue an Invoice?
---

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1. [Help Center](https://help.amberlo.io/?hsLang=en)
2. [Working with Bills](https://help.amberlo.io/working-with-bills?hsLang=en)

# How to Issue an Invoice?

There are several places to create an invoice:

[From the Bill tab](https://help.amberlo.io/how-to-issue-an-invoice#From-the-Bill-tab);  
[From the client card](https://help.amberlo.io/how-to-issue-an-invoice#From-the-client-card);  
[From Matter card](https://help.amberlo.io/how-to-issue-an-invoice#From-Matter-card);  
[From the quick add button](https://help.amberlo.io/how-to-issue-an-invoice#From-the-quick-add-button).

**From the Bill tab;**

To create a new invoice, click the **Bill tab**. Then, click the **Add Invoice **button.

![Issue Invoice 1](https://help.amberlo.io/hs-fs/hubfs/KB%20Images/KB_EN/Issue%20Invoice%201.png?width=688&height=222&name=Issue%20Invoice%201.png)

#### **From the client card;**

Go to the Client's tab (1), and select the client you want to work with. Open the client's card, select a bill section (2), and with add button (3), select create an **Invoice** (4).   
![Issue Invoice 2](https://help.amberlo.io/hs-fs/hubfs/KB%20Images/KB_EN/Issue%20Invoice%202.png?width=688&height=326&name=Issue%20Invoice%202.png)

#### **From Matter card;**

Go to the Matter tab (1), and select the matter you want to work with. Open the matters' card, select a bill section (2), and with add button (3), select to create an invoice (4). 

![Issue Invoice 3](https://help.amberlo.io/hs-fs/hubfs/KB%20Images/KB_EN/Issue%20Invoice%203.png?width=688&height=319&name=Issue%20Invoice%203.png)

#### **From the quick add button.**

You can also create an invoice from the Amberlo Header by clicking the quick add button.

![Issue Invoice 4](https://help.amberlo.io/hs-fs/hubfs/KB%20Images/KB_EN/Issue%20Invoice%204.png?width=688&height=517&name=Issue%20Invoice%204.png)

### **Invoice information**

You will then be taken to the **Create a New Invoice **screen (pictured below), where you need to insert information related to the invoice.  
![Issue Invoice 5](https://help.amberlo.io/hs-fs/hubfs/KB%20Images/KB_EN/Issue%20Invoice%205.png?width=688&height=460&name=Issue%20Invoice%205.png)

1. **Invoice number** (is generated automatically and can be edited); [How to set invoice formula](https://help.amberlo.io/how-to-set-invoices-numbering-formula?hsLang=en).

2. **Related matter** can be assigned to the invoice (this will help you see all the timesheets related to the matter).  
3. **Seller information** ( you can have as many sellers as you want). [How to add another company or branch for the invoicing](https://help.amberlo.io/how-to-add-company-or-branch?hsLang=en).  
4. **Invoice date** shows when the invoice was created, can be edited).  
5. **Sales date** (shows when the contract is signed, can be edited).

6. **Related contract** (contract information can be added to the invoice).  
7. **Invoiced by** (who created the invoice, can be changed in client's card).  
8. **Service period start and end dates** (identifies the period of the billable services).

9. **Due in days** (show how much time is given to pay the invoice).  
10. **Additional seller information** (if you want to add any additional details about the seller you can mark the checkbox).  
11. **Customer** (buyer that the invoice is created to, should be selected from the list).  
12. **Invoice currency** (can be changed on the client's card).  
13. **Tax/Vat percentage** (should be inserted according to your country's laws).  
14. **Buyer's additional address** (if you want to insert the additional address of a buyer mark checkbox).  
15 **Invoice items**are added through here. You can choose services from the list or you can [create a new one](https://help.amberlo.io/how-to-log-time-in-bills?hsLang=en) in the invoice. You can choose from:

![Services icon](https://help.amberlo.io/hubfs/image-png-May-03-2023-02-18-46-0508-PM.png) - services; 

![Timesheets icon](https://help.amberlo.io/hubfs/image-png-May-03-2023-02-18-58-2096-PM.png) - timesheets;

![Expenses icon](https://help.amberlo.io/hubfs/image-png-May-03-2023-02-19-07-0312-PM.png)- expenses;

After everything is inserted, press the **Save button** to generate the invoice.

We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via [support@amberlo.io](mailto:support@amberlo.io). We are always happy to hear from you!

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