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How Do I Create and Manage Invoices on a Project in Albi?

This article explains how invoices work in Albi and how to create them inside a project. Invoices represent charges billed to the customer and update project revenue, balances, and payment status.

Invoices represent the charges billed to the customer for labor, materials, equipment, services, and other project-related costs.

How to Add an Invoice

  1. Click Add Invoice.



       2.  A form will open with required (bolded) fields:
  • Invoice Date
  • Reference Number

       3.   Click Add Line Item to pull items directly from your Workbook.
    • Line items will display:
      • Date
      • Item Name
      • Subcategory
      • Description
      • Unit Cost
      • Quantity
      • Unit (each, hour, sq ft, day, etc.)

 

       4.   Save the invoice, and it will appear in the Invoices list.

Invoices update your project’s revenue, open balances, and payment status.