You do invoices in the control panel. Choose “Projects”, and then te project you need to do invoices to. You now see the overview of the project, and you can press the green botton “New Invoice”. Thereafter you can choose to adjust the invoice draft. You can add more description lines for the invoice and the ones you have already invoiced on the project. You can also adjust your settings for the invoices.
Once you have adjusted the the invoice, you can either send it to the customer or transfer it to the accounting software of your choice (however, you will need to set up the integration between Apacta and the accounting software, first).
Now you can press “Invoicing”, add a status to the project and now you only need to press “No” in the “Send the invoice?”-option. The invoice will now automatically be transfered to your invoice drafts option in your accounting software’s system. If, however, you would like to send it to the customer, you choose “To customer” in the “Send the invoice?”-option.