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Invoiceshow toFor admin · manager · team-member · Updated 2026-09-16

Creating an Invoice

Issue a professional invoice to a client in AllTask and record the payment when it arrives.

invoicescreateaddbillingsend

Invoices carry the client, line items, taxes, totals, due date and status. You can attach supporting files and export for your records.

  1. 1Create an invoice

    1. 1.Open Invoices from the main menu.
    2. 2.Select Add Invoice (top-right of the screen).
    3. 3.Select the client.
    4. 4.Add the line items, taxes and due date.
    5. 5.Save the invoice, then mark it as sent.
    6. 6.Record the payment when it arrives.
    Result: The invoice appears in the Invoices list with its current status.

  2. 2Convert an estimate to an invoice

    1. 1.Open the accepted estimate.
    2. 2.Use the convert action (Convert to Invoice).
    3. 3.Review and confirm the generated invoice.
    Tip: Converting an accepted estimate saves you re-entering the line items.
    Result: An invoice is created from the estimate’s line items.

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