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Creating an Invoice

This guide walks you through generating an invoice from completed activities in FlowForth.

How to create an invoice in FlowForth

Watch: Creating an invoice step by step

Before You Begin​

You need the Organization Admin role to create invoices. You must also have at least one client with completed activities that have not yet been invoiced.

Step-by-Step​

  1. Navigate to Invoices from the main navigation menu.
  2. Click the Create Invoice button.
  3. You will be taken to the invoice creation page.

Select a Client​

Choose the client you want to invoice. The dropdown shows only clients that have completed, uninvoiced activities.

Client selection dropdown

Client selection dropdown

Select Activities​

After selecting a client, FlowForth loads all completed activities for that client that are not yet on another invoice. Select the activities you want to include.

Each activity shows:

  • Title and date
  • Location name
  • Price — the activity's original price

Activity selection list

Activity selection list

Price Overrides​

If you need to charge a different amount for an activity, you can set a price override on individual activities. The override replaces the activity's original price for this invoice only.

Manual Line Items​

You can add custom line items for work not tracked as activities:

  • Description — What the line item is for.
  • Quantity — Number of units.
  • Unit Price — Price per unit.

VAT Settings​

  • Apply VAT — Toggle whether VAT is applied to this invoice (default: yes).
  • VAT Percentage — The VAT rate to apply (default: 21%).

You can also set per-line VAT rates or exclude individual lines from VAT. See Invoice Details for more on line-level VAT configuration.

Discounts​

Optionally apply a discount to the invoice:

  • Fixed amount — A specific euro amount deducted from the subtotal.
  • Percentage — A percentage of the subtotal.

You can use one discount type per invoice, not both.

Dates and Notes​

  • Issue Date — The date the invoice is issued. Auto-populated when you send the invoice.
  • Due Date — The payment due date. Must be on or after the issue date.
  • Notes — Free-text notes that will appear on the invoice PDF.

Invoice form with dates and notes

Invoice form with dates and notes

  1. Click Save to create the invoice as a Draft.

The invoice is saved and you are taken to the invoice detail page where you can review, edit, and eventually send it.

Draft invoice created

Draft invoice created

What's Next?​

  • Review and send — Edit the draft and send it to your client. See Invoice Details.
  • Add more invoices — Repeat this process for other clients.
  • Check reports — View revenue analytics in Invoice Reports.

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