Create & send an invoice

Create & send an invoice

Invoices (under Deliver Work) shows everything you’ve sent and what’s still owed.

Creating one

Start a new invoice, or bill tracked hours directly with Invoice my time from the Time Tracking page. You build it against a live preview of the finished invoice:

• Link it to the client and project, and the bill-to details fill from the client’s profile
• Your business details and logo sit on the invoice itself; tweak them per invoice, or Save as default branding once and never think about it again
• Add line items with quantity and rate; deposits, part payments, tax and discounts are built in
• Invoice numbers and due dates are filled in for you, and you can change both

When it’s ready, Print / Save PDF then send it to the client.

Invoice numbers

Each new invoice gets a number like INV-2026-K3M7, made from the year plus four random letters and digits. The numbers don’t count up, so your next invoice won’t be one higher than the last. If you’d rather use your own scheme, such as INV-0042, type it into Invoice number under Invoice details in the editor. MonoDesk doesn’t carry your scheme forward, so you’ll need to set the number on each new invoice yourself.

Following the money

Every invoice moves from draft to sent to paid, with overdue invoices flagged so nothing slips.

Have accounting software you want MonoDesk to integrate with? Let us know at support@monodesk.com.

For what this looks like across MonoDesk, see Invoices.

Last updated October 1, 2026