Invoices
Billing your clients and getting paid.
- How do I bill a client for logged hours?Open the project, go to the "Invoices" tab and click "Bill Hours". WorkHub creates a draft invoice from all uninvoiced…Help desk & customers
- How do I create and send an invoice?Create a one-off invoice from a client's page (or from a project's "Invoices" tab), add line items, then click "Send"…Help desk & customers
- How do I delete or cancel an invoice?Open the invoice and click "Delete invoice" at the bottom. Anyone on the team can delete a draft. Only company admins…Help desk & customers
- How do I get a receipt or a PDF of my invoice?Open the invoice and click "Download PDF" (on the pay page) or "PDF" (in the client portal). Receipts are emailed…Help desk & customers
- How do I pay an invoice online?Click the pay button or link in your invoice email (or "Pay now" in the client portal), enter your card details and…Help desk & customers
- How do I record a check, cash or other offline payment?Open the invoice, click "Record payment", enter the amount received and an optional note. When the payments cover the…Help desk & customers
- How do I set up recurring invoices and payment reminders?On the invoice, use the "Recurring" section to choose how often it repeats, and tick "Payment reminders" to email the…Help desk & customers
- How do I tell clients how to pay me, and can they pay by card?Enter your payment details in Settings > Company Settings > "How clients pay you". They appear on every invoice and…Help desk & customers
- My card payment was declined. What should I do?Check the card details and billing ZIP, then try again or use another card. Declined payments aren't charged.Help desk & customers
- Why can't I pay this invoice online?Online payment only appears for invoices that have been sent and still have a balance, and only when the company…Help desk & customers
- How do I set up card payments with USAePay so clients can pay invoices online?Online card payments use USAePay and are only available on the original WorkHub workspace. On that workspace, admins…Admin & billing
- How do I tell clients how to pay my invoices, and who gets payment notices?Add your payment details in Settings → Company Settings → Billing & payments → How clients pay you. They're printed on…Admin & billing