Create an invoice that reflects the client, the work being billed, and the payment terms you want to use. Start a one-time invoice manually or ask Moxie Assistant to prepare the line items. Draft invoices save as you work and remain editable until they are sent or marked as sent.
Create the draft
Open Money → Invoices and select New invoice.
Choose One-time invoice for a manual draft or Build with Moxie Assistant for a guided first draft.
Choose the client. Moxie creates the draft with that client's billing details and your default invoice template.
Add an optional invoice description or purchase-order number.
Build the invoice with Assistant
Choose the client before describing the invoice so Assistant can work in the correct billing context. Explain the services, quantities, rates, discounts, or other details you want included, then select Add to invoice. Review every generated line item, tax choice, total, due term, and payment setting in the normal invoice editor.
Assistant creates a draft only. It does not send the invoice or make the amount final.
Add what you are billing
You can combine several kinds of line items on one invoice:
Select Add line item for an invoice-specific item.
Select From library to use a reusable product or service.
Select Pull billable work to include eligible project work, time entries, retainers, deposits, or expenses.
Review quantity, rate, tax treatment, and visibility for every line. Use the discount and tax controls below the list to adjust the invoice total.
Create an invoice from unbilled time
For the fastest hourly billing workflow, open Work → Time and select Invoice unbilled. The same review opens from the unbilled time figure on a Home dashboard widget such as Cash at a glance, and from Invoice unbilled time in a client's Time records. Choose a client's ready hours and Moxie creates a draft, adds the matching time entries as line items, and opens the main invoice editor. You do not need to open the billable-work side panel or select the same hours a second time.
Hours assigned to a healthy upcoming recurring invoice are shown separately with their scheduled date. You can leave them for the automatic run or select Invoice these hours early. In either case, the same time entry cannot be billed twice.
The editor keeps the invoice document, Assistant entry point, and settings together so you can review the financial result while you make changes.
Invoice directly from a project
Open a project's Related records → Invoices view and select New invoice when you want to bill work from that project. Moxie selects the client, creates the draft, and opens Bill this project automatically.
The project billing panel shows only eligible work connected to that project, including unbilled time, fixed-price charges, retainer periods, per-item deliverables, and reimbursable expenses. Eligible items are selected for you; review the selection, choose how hourly work should be grouped, and select Add to invoice.
Every generated line retains its connection to the project and its source time, deliverable, retainer period, or expense.
Set invoice details and payment terms
Invoice details contains the invoice number, description, purchase order, and client-facing template.
Dates & reminders controls the issue date, due date or relative due term, and payment reminders.
Payment collection controls online payments, automatic charging, and who pays card-processing fees.
Fees & tax contains the invoice tax and the late-fee percentage. The field reads Monthly late fee % or One-time late fee % to match the client's late fee type; see Set up late payment fees.
The invoice number becomes final when the invoice is sent or marked as sent. Template changes made later in Settings do not rewrite an invoice that already has its own saved copy.
Preview before sending
Select Preview to inspect the client-facing document without beginning the delivery flow, or Send to open the same preview with the send dialog ready. Confirm the billing address, line items, total, due date, payment instructions, and branding before you send it.
The draft preview shows the Pay Now button that clients will receive when Accept online payments is on, a balance is due, and your workspace can take online payments: PayPal is enabled, or Stripe is connected with charges enabled and card or ACH payments turned on. Without a ready payment provider, the button is hidden so clients aren't offered a payment option that can't be completed.
Continue exploring Money