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The first step is Client related. Therefore, specify the Client's Account, and choose the invoice template from the predefined list of templates (you can click on Customize Template to add a new template if needed).
An invoice number is a sequential number. It can default to start from a certain Value. The invoice # keeps on incrementing.
The client's details such as the address, Tax number, bill to address, and so on, are all fields retrieved automatically from the contact's page, and you can edit them on the fly.
- Matters:
The next step is to link matters along with their corresponding time logs, expenses, and bills to the invoice.
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