Read on how to send an invoice when this is an internal client or when you integrate and copy invoices into a 3d-party accounting tool.
Invoices to internal clients
Everhour has no built-in ability to send invoices.
Instead, after saving an invoice, you can download it as a PDF file and attach it to the email that you send to your customers. I.e. the client will see your email address in the sender’s field and there is a smaller chance that the email will end up in the spam folder.
To reflect the actual state of the invoice, you can mark it as 'Sent' and then 'Paid'. These statuses show up on the Invoices page.
Invoices to external clients
Follow the general way of creating an invoice and then export it to your accounting tool.
Once the export is made, we block any further changes of this invoice on the Everhour's end.
You can quickly open an exported invoice by clicking on its number that redirects you to the accounting tool. Such invoices to be further managed and send via your accounting tool. We will keep syncing their up-to-date status and display it on our Invoices page.