Invoices, payments, and retainers

Manage invoice item types, messages, and translations

Keep line labels and client-facing invoice language consistent.

Manage item types

1
Open Item types
From invoice configuration, open the item-type settings.
2
Create or rename
Add a custom type or rename a default or custom type.
3
Delete carefully
Custom types can be deleted only when no invoice line uses them. Built-in defaults can be renamed but not deleted.

Important

Item types label invoice lines; they do not replace project tasks or change time-entry classification.

1
Create message templates
Save reusable invoice email content and insert supported variables.
2
Edit translations
Customize the labels used on client-facing invoice documents.
3
Preview in context
Open a draft or public invoice view to confirm the final wording and layout.

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Keep going

Set workspace invoice text, terms, logo, and document display choices.

Deliver an invoice to client contacts and understand the secure public view.