Invoices

How do I edit the invoice templates?

Click on Your name (bottom left corner) → Company settings → Project accounting → Appearance → Invoice template → Hover over the desired template → Edit. There you can edit …

How do I remove the Paymo branding from invoices?

In order to remove the branding from invoices, estimates and late payment reminders, click on Your name (bottom left corner) -> Company settings → Project accounting → Appearance and delete it from …

How do I change the invoice currency?

You can select the desired currency by clicking on Your name (bottom left corner) → Company settings → General → Company details → Default hourly rate and select the desired …

How do I sort and filter invoices?

In Simple view invoices are sorted by default in alphabetical order and you can filter them by clicking on the filter icon. If you use the Table view you can sort invoices …

How do I export invoices?

You can export individual invoices by selecting an invoice → PDF and export it as a PDF. If you wish to export a list of invoices you need to use the …

How do I create an invoice?

In order to create a new invoice you need to go to Accounting → Invoices → Add invoice. You can add items manually to the invoice by inserting new rows or …

What is the Project Accounting add-on?

The Project Accounting Add-on allows a company to generate each month an unlimited number of invoices/estimates/expenses. It costs $9.95/month (regardless of the number of users in your account). The basic $8.95/user/month …