Invoicing & Payments

Create, manage, and send invoices directly from your projects.

Invoicing in Amplyr is built into the project workflow. Draft invoices are created automatically when a project is created. Build them out, publish when ready, and clients pay directly from their portal.

How invoicing works

Invoices are never visible to clients until you publish them. Take the time you need to get them right.

Finding your invoices

Go to Invoicing to see all invoices across every project. Filter by status — Draft, Published, Paid, Overdue.

To find invoices for a specific project, go to Projects → select project → Invoicing

Adding line items

Go to Invoicing → select invoice → Edit → Add Line Item

Publishing an invoice

When the invoice is ready to send, publish it. The client receives a notification and can view and pay from their portal.

Go to Invoicing → select invoice → Publish

Published invoices cannot be edited. If you need to make changes after publishing, void the invoice and create a new draft.

Invoice status

Payment

Clients pay invoices through the payment link connected to your account. Go to Settings → Payment Preferences to configure your payment setup. Amplyr supports any payment processor — you're not locked in.