Watch a short video on how to create invoices. If you prefer a text guide, it is available further down on the page.

Ongoing invoicing can also be done through the Work Order module; see the section on Invoicing from Work Orders.

In the Invoice module, press the + icon.

In the dialog box, make your choices (described below).

• Enter an Invoice Heading.

• Invoice Options: Choose Current account Invoice. Note: For ongoing invoicing, the final invoice option does not need to be used. The system always retrieves everything that has not been invoiced before. The final invoice function is described in the Final Invoice section.

• If the invoice should only include a specific time period, click on the Period Filter option and specify the period. Tip! Always specify "To" so that any additional older entries are always included, and the risk of losing invoicing is avoided.

• Hide mark up means that any mark up on supplier invoices will not be visible on the invoice.

• Hide Code means that article and hour codes will not be visible on the invoice.

• Check the "reverse charge" option if the invoice concerns reverse charge, or "No VAT" if the entire invoice is VAT-free. See the VAT section.

• Tax Reduction Type, see the Tax Reduction Invoicing section.

Supplier Invoices:

• Specify if supplier invoices should be included in the invoice and how they should be presented.

Booked Hours:

• Specify if hours should be included in the invoice and how they should be presented.

Order Lines:

• Specify if order lines should be included in the invoice and how they should be presented.

Advanced Work Order / Variation Order:

1. Specify if you want to include all costs on the project or only those on the project's base commitment.

2. When you press "Save," the invoice underlying is created. If there are hours that are not approved, you will receive a warning. You can choose to answer "No" (do not create the invoice), review and approve the hours, and then create the invoice again. If you answer "Yes" without approving the hours, the invoice underlying will be created without those hours.

   

3. Once the invoice underlying is created, you can make any corrections directly in the Invoice Lines tab. Corrections made in the Invoice module do not affect reported hours, own order lines, or costs. The history is maintained; only the invoice content is changed. See the Invoice Lines tab section for more details.

   

4. Attachments are included by checking them in the Invoice Attachments tab.

5. Always review the invoice report before proceeding! Click on the PDF icon, press preview, and choose report options. For example, if invoice attachments should be included in the report.

   

6. If you see something you want to correct, close the report, make your corrections, and review the report again. Repeat until you are satisfied. When you are done, check Ready for Invoicing, which allows the invoice/accounting administrator to review the formality before sending the invoice to the customer and the accounting system.

   

7. To review, lock, and send the invoice, see articles on C-invoice.

Select specific rows

In the sections of the invoice dialog, there is now a selection button. Click to view billable, uninvoiced rows and freely choose which ones to invoice. If you don't make a selection, all billable items are included as usual.

Supplement a created invoice

If the invoice is unlocked, you can add more costs afterwards. Click on Update invoice in the toolbar and select which module you want to retrieve from. New rows appear at the bottom and can be moved. If you delete a row, it is still marked as invoiced – uncheck it manually in the correct module if needed.

Read more: Selection and update of customer invoice

News – latest updates from release notes

Summary of changes and improvements extracted from Next Project's release notes.

2026

June 2026

• Update of existing customer invoice
• When creating the invoice, you can now make a selection of which costs you want to include on your invoice. The selection button can be found to the right in each section for Vendor Invoices, Hours, and Order Lines in the dialog where the invoice selections are made. The selection includes billable items and if no selection is made, all billable items are included just as before
• You can now also update an already created, unlocked customer invoice with new costs. Select cost source (AO/ÄTA or journal), select specific lines, and combine costs from multiple modules in the same invoice. New lines appear at the bottom of the invoice, under its own heading. These can be moved to the desired location
• Review the lines – you can delete individual lines on the invoice if they should not be included (NOTE! the original entry is still marked as invoiced until further notice, just like the other functionality that exists today.)
• Read more about selection and update of customer invoice here