Monument

Creating an Invoice

Step-by-step guide to creating an invoice โ€” from selecting a project to sending it to the client.

Overview

This walkthrough covers the full invoice creation process โ€” selecting a project, adding line items, reviewing totals, and sending to the client.

Step 1: Start a New Invoice

  1. Navigate to Invoices in the sidebar.
  2. Click New Invoice.
  3. Select the project you're billing for.
  4. The client (contact) is pre-filled from the project. You can change it if needed.
  5. Set the invoice date and due date (based on your payment terms).

An invoice number is generated automatically based on your numbering settings.

Step 2: Add Line Items

Click Add Line Item and choose the type:

Progress Claim

  1. Select Progress as the line type.
  2. Choose a milestone from the project.
  3. Monument calculates the claimable amount based on milestone progress minus previous claims.
  4. Adjust the claim percentage if you're not billing the full amount.

Time Entries

  1. Select Time (Hourly) as the line type.
  2. A time entry selector appears showing unbilled entries for this project.
  3. Select the entries to include โ€” the amount is calculated from hours ร— billing rate.

Fixed Amount

  1. Select Fixed Amount as the line type.
  2. Enter a description and amount.

Expense

  1. Select Expense as the line type.
  2. Select unbilled expenses from the project.
  3. Optionally set a markup percentage.

Step 3: Review the Invoice

Before sending, review:

  • Line items โ€” descriptions, quantities, and amounts
  • Subtotal โ€” sum of all line items
  • Tax โ€” calculated based on your tax settings
  • Discount โ€” if applicable
  • Total โ€” the final amount due

Step 4: Send the Invoice

  1. Click Send to email the invoice directly to the client.
  2. Or click Mark as Sent if you'll deliver it another way (print, post, etc.).
  3. The invoice status changes from Draft to Sent.

The client receives an email with the invoice attached as a PDF.

After Sending

Once sent, you can:

  • Record payments as they come in
  • Send reminders for overdue invoices
  • Void the invoice if it was sent in error
  • Duplicate the invoice to create a similar one quickly

What's Next