Create an invoice... but don't send it

From what I’ve found I think you have to send them somewhere in order to “activate” the invoice, but I think I found a solution. If you create a dedicated invoice email (maybe something like your company name.invoices@gmail.com) you can use that email to create a“client”, then use that “client” in different project spaces. So if you name the Project something like Cambridge Mill - Sept 8, 2024 (for example) you can create an invoice, add in the “client” with your invoice email address, and then have totally separate projects that never have to be sent to an actual client. Then you can just mark the payment as “paid” manually when you receive the payment. 

I hope that made sense! 

That’s certainly creative, but unfortunately won’t really work in my world.  I’m afraid it will create more confusion than not and won’t show up on the Project itself.

I might create a project for each referral source with only me as the client and then invoice myself.  I’ll play with that… it won’t show up on the Project, but will at least be tallied on the referral source paying us.

You got me thinking, and I appreciate it.

Hey @Denise O'Malley and @Ivory Moon Studios,

You are able to manually add payments to a project’s invoice without needing to actually send it to the client! You can learn exactly how to do so in our help center here.

Happy Friday!

Monica