Create an Invoice
Bill a client by creating an invoice with line items and amounts.
#Purpose
Prepare an accurate bill for delivered work or services.
#Business goal
Get paid for what you deliver, on time.
#At a glance
| Detail | Value |
|---|---|
| Estimated time | 10–20 minutes |
| Departments involved | Finance |
| Business modules used | Finance |
| AI departments used | — |
| Required permissions | Finance access |
| Prerequisites | A client and something to bill. |
#Workflow at a glance
1
Open finance
Or the client.
2
Add line items
Amounts.
3
Review
Client & totals.
4
Save draft
Ready to send.
#Step by step
1
Open Finance or the client
Start from the invoices area or the client you are billing.
2
Add line items
Enter what you are billing and the amounts.
3
Review
Check the client, amounts, and totals.
4
Save as draft
The invoice is created as a draft, ready to send.
#Approval points
No formal approval gate
This workflow does not require a sign-off step, but you can still review before acting.
#Expected result
What you should see
A draft invoice exists with the correct client and amounts.
#Common mistakes
- Billing the wrong client or amount.
- Forgetting to send after creating.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The total is wrong | Review line items and quantities. |
#FAQ
Is this the same as my DevSphere OS bill?
No — these are invoices you send your customers. Your own DevSphere OS charges are in Billing.
#Keep exploring
#Related workflows
#Knowledge base
#Business modules
Finance Module
Billing.
Getting Started
Set up your workspace.
Platform Overview
How the OS fits together.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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