auftakt
Invoices

Creating Invoices

Learn how to create a new invoice and add time entries to it in auftakt.

Create a new invoice

  1. Go to Invoices in the main navigation.
  2. Click New invoice in the top-right corner.
  3. Fill in the invoice details:
FieldRequiredDescription
ClientYesThe client to bill. Only existing clients are available.
Due dateYesThe date payment is expected
CurrencyYesThe billing currency (e.g. USD, EUR)
Tax rateNoPercentage applied to taxable line items
NotesNoAny additional information to include on the invoice
  1. Click Create to save the draft invoice.

Add time entries to an invoice

After creating an invoice, open it from the invoice list. In the invoice detail view:

  1. Click Add entries.
  2. Select the time entries you want to include. Entries are grouped by job.
  3. Click Add to attach the selected entries to the invoice.

Each line item on the invoice reflects the entry's description, hours, rate, and calculated amount. Fixed-amount entries are added at their fixed price.

Review and finalize

Before sending, review:

  • Line item descriptions and amounts
  • Subtotal, tax, and total
  • Client details and due date

Entries marked as Taxable contribute to the tax total. Entries marked as Included will be flagged to prevent accidental double-billing.

Invoices

Create and manage invoices for your clients in auftakt.

Managing Invoices

Send, track, and update invoice status in auftakt.

On this page

Create a new invoiceAdd time entries to an invoiceReview and finalize