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January 8, 2021

Invoicing Clients in Liquid

Here’s how to invoice your clients in Liquid to get paid faster in 170+ countries worldwide.

Invoicing Clients in Liquid

Liquid News Finance and Accounting Freelancer Tips International Payments

Liquid makes it easy to invoice your clients. Here’s how.

Create an Invoice in Liquid from a Project 

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Start by logging into Liquid.

  1. Once you are logged in, go to Projects on the left side.
  2. Select your active Project.
  3. At the top of the Project, click on Here are actions you can take for this project.
  4. If you have an hourly deliverable, you must enter hours into the time tracker. If your deliverable(s) are not hourly, then entering hours in the time tracker is optional.
  5. When you have completed time tracking, press the + Invoice button.
  6. A draft invoice will be generated based on the agreed-to terms of the Project and the hours you have tracked. If you have hit your maximum hours cap for the deliverable, your additional hours tracked will not be added to the Invoice. 
  7. If your deliverable(s) are based on a daily, weekly, monthly, or quarterly rate, you will be required to enter in the number of days/weeks/months/quarters you worked for this Invoice.
  8. If needed, you can add additional line items to account for additional pre-agreed expenses, or you can delete the auto-generated line items and create your own. 
    1. Note that using the auto-generated line items will allow the system to mark your Invoice as matching your Project / Work Order. If you have added additional items or deleted the auto-generated items and recreated them, your Invoice may be marked with a warning that the Invoice does not match or cannot be matched. This warning will not prevent you from sending your Invoice, nor will it prevent your Clients from paying your Invoice.
  9. If you’d like, you can also enter Invoice Notes and/or an Invoice Footer. 
  10. You can then save the draft Invoice by pressing Save Draft or send it to your Client by pressing Send.
    1. If you save it as a Draft, you can still edit the Invoice or send it when you’re ready.  Just go to Invoices on the left side of the screen, find your Draft invoice in the table, and click on it. 
    2. At the top of the Invoice, click on Here are actions you can take for this invoice.
    3. Click the Edit or Send button.
    4. You can then make any necessary edits and then re-save as a draft or send it to your Client for approval and payment.

Create Invoice in Liquid from Invoices Page

Start by logging into Liquid.

  1. Once you are logged in, go to Invoices on the left side.
  2. Press the + Invoice button. 
  3. You will be prompted to select a Client. If you don’t see your Client on the list, you may choose to invite them.
  4. Then you will be prompted to select a Project. If you don’t have an active Project with that Client, you will be prompted to Create Project.
  5. Once you have selected an active Project, you will be automatically navigated to that Project, with the Here are actions you can take for this project section automatically expanded.
  6. If you have an hourly deliverable, you must enter hours into the time tracker. If your deliverable(s) are not hourly, then entering hours in the time tracker is optional.
  7. When you have completed time tracking, press the + Invoice button.
  8. A draft invoice will be generated based on the agreed-to terms of the Project and the hours you have tracked. If you have hit your maximum hours cap for the deliverable, your additional hours tracked will not be added to the Invoice.
  9. If your deliverable(s) are based on a daily, weekly, monthly, or quarterly rate, you will be required to enter in the number of days/weeks/months/quarters you worked for this Invoice.
  10. If needed, you can add additional line items to account for additional pre-agreed expenses, or you can delete the auto-generated line items and create your own. 
    1. Note that using the auto-generated line items will allow the system to mark your Invoice as matching your Project / Work Order. If you have added additional items or deleted the auto-generated items and recreated them, your Invoice may be marked with a warning that the Invoice does not match or cannot be matched. This warning will not prevent you from sending your Invoice, nor will it prevent your Clients from paying your Invoice.
  11. If you’d like, you can also enter Invoice Notes and/or an Invoice Footer. 
  12. You can then save the draft Invoice by pressing Save Draft or send it to your Client by pressing Send.
    1. If you save it as a Draft, you can still edit the Invoice or send it when you’re ready.  Just go to Invoices on the left side of the screen, find your Draft invoice in the table, and click on it. 
    2. At the top of the Invoice, click on Here are actions you can take for this invoice.
    3. Click the Edit or Send button.
    4. You can then make any necessary edits and then re-save as a draft or send to your Client for approval and payment.

Upload Invoice in Liquid 

If you would rather upload and send an invoice file you have already created, you can click on Upload on the bottom left of the draft invoice. The draft invoice will then be discarded (you will have to confirm discarding the invoice), and then you will be navigated to a window to help you upload your Invoice. 

In this new window, start by uploading the file (acceptable file types are PDF, DOC, DOCX, or image files with a maximum size of 32MB). Your name and address, Client Name, and payment terms will be pre-populated and are not editable in this window. Then, enter the Invoice total (total amount of invoice) and edit the Invoice Number to match your uploaded Invoice. An invoice number will be pre-populated, but you should adjust this manually to match your invoice’s actual invoice number.

When you have completed those fields, press Submit Invoice to complete the Invoice upload. The invoice will then be sent to your Client, who can then pay the invoice or schedule a future payment. 

Need help with invoicing in Liquid? Use the chat to reach out to us anytime!

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Category: Liquid News Finance and Accounting Freelancer Tips International Payments

Updated: January 8, 2021

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