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An invoice is a bill. In Atelier it is rarely typed from scratch, because the numbers already exist somewhere — on a schedule, in a proposal, or in the hours you logged. Three sources, one document. That is the whole idea of the invoice form.

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The list

Finance → Invoices. Filter by client, project or status; sort by number, issue date, due date or total. Each row: number (INV-2026-002), project, client, status, issue date, due date, total.

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Building one

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The header

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Payment terms

The dropdown beside the due date holds the standard set: Due on receipt · Net 15 · Net 30 · Net 45 · Net 60 · Net 90 Choosing one moves the due date; the date remains editable afterwards.
Terms on an invoice are a due-date preset — a single number of days. The staged, trigger-based terms that govern a whole job live on the proposal instead, as payment milestones. Two mechanisms, two places, deliberately.

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Line items

Each line has a type — Goods or Svc — then description, quantity, unit, unit price or rate, discount %, tax % and amount. The Columns control hides what you are not using. The type matters: the totals panel reports products subtotal and tax on products separately, because goods and services are frequently taxed differently.

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Where lines come from

Five buttons, and the last three are why the form is worth using:
  • From schedule — pull the FF&E straight off the project’s schedule, with markup and tax as costed. The usual route for a procurement invoice.
  • From contract — bill an agreed milestone from the proposal, rather than re-keying the amount.
  • Time entry — turn logged hours into billable lines at the project’s rate.
  • Add product / Add service — a one-off line typed by hand.
For an FF&E invoice, start from the schedule’s Financials view and use Create invoice there instead. Same result, fewer steps.

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Totals

Products subtotal, tax on products, a discount in currency rather than percent, and total due.

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Before you send

  1. Check the studio details. Logo, legal name, business address, tax ID and the payment block in the footer all come from Settings → Studio. Set them once, before the first invoice.
  2. Check every line has a price. Lines pulled from a schedule with no vendor cost invoice at zero. The project Overview’s No price set card lists them.
  3. Check the tax rate against the delivery address. Rates follow where the goods land, not where your studio is.
  4. Check what the terms commit you to. Net 90 on a job where you have already paid the vendor is a cash-flow decision, not a formality.

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Sending it

Mark as sent changes the invoice’s status — it does not email anything. Atelier has no way to deliver a document to a client on its own. Copy the client link (Shared, in the invoice toolbar) and paste it into your own email, or attach the PDF.

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Recording payments

The one action on an invoice with a real effect. Record payment logs an actual payment — it is a new entry, not a checkbox — and you can add as many as it takes: The invoice’s status is never set by hand. It is recalculated every time from the sum of its payments against the total: PARTIALLY_PAID once something has come in but the balance isn’t clear, PAID once it is.

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After you send

The Finance dashboard tracks it from there: invoiced, paid, outstanding, overdue, with overdue and partially paid invoices listed under Needs attention.
A sent invoice is out of the assistant’s reach. It writes drafts only — once an invoice is SENT, and at every status after including OVERDUE and PAID, changes are made in Finance by hand or superseded by a change order.