What's unbilled, what's open, and what's been paid — per client.
Numbering
Next invoice will be .
Presentation
Applies to invoices raised from now on. Invoices already issued keep
the brand and footer they were created with.
Team billing rates
Each member has a base rate plus optional per-category rates. Client-specific rates override these; team rates override the company standards. When a rate changes, choose the date from which existing unbilled entries use it.
Run the latest database migrations to enable per-member rates.
Client readiness
Confirm that each client has the billing entity and address needed to produce a complete invoice.
Next invoice number
The counter advances by itself as invoices are issued. Change it only
deliberately — restarting at 1 for a new year, or after a
migration. A number that has already been used will be rejected when
that invoice is saved.
Email Invoice
Run the latest supabase-company-setup.sql in the Supabase SQL editor to enable invoice email drafts and delivery history.
A PDF invoice is generated from the locked snapshot and attached to the email.Checking sender…
New client
A rate is not required. Until one is set on the client, work prices at the
member's rate card and then the company standard rate. Add rates and fixed
fees on the client record when you are ready.
Apply team rate change
The selected date is included.
Create Invoice by Period
Choose a client and billing month or quarter. The invoice editor will open with the exact date range and matching unbilled time preselected.