---
title: How to Create an Invoice for a Project?
description: Learn how to create an invoice for a project in Sequence ERP and bill your clients easily with accurate data and a clear overview of your billing.
---

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# How to Create an Invoice for a Project?

## Left menu \> Projects

1\. Select **Projects** in the left navigation bar.

![creer\_facture\_pour\_un\_projet01](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet01.png?width=688&height=387&name=creer_facture_pour_un_projet01.png)  
2\. Click the **three-dot icon** from the project row of the **project you want to create an invoice for**.

![creer\_facture\_pour\_un\_projet02](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet02.png?width=688&height=387&name=creer_facture_pour_un_projet02.png)3. From the options revealed, select **Create Invoice**. Doing so opens the Create an invoice screen.

![creer\_facture\_pour\_un\_projet03](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet03.png?width=688&height=387&name=creer_facture_pour_un_projet03.png)  
4\. Here, the **client and invoice details** are automatically generated.

![creer\_facture\_pour\_un\_projet04](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet04.png?width=688&height=387&name=creer_facture_pour_un_projet04.png)  
5\. Moving to the Invoice Details section, select the **sales category** from the Sales Category dropdown list.

![creer\_facture\_pour\_un\_projet05](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet05.png?width=688&height=387&name=creer_facture_pour_un_projet05.png)  
6\. Choose whether to **include VAT** in the unit price using the VAT Included in **Unit Price** dropdown list.

![creer\_facture\_pour\_un\_projet06](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet06.png?width=688&height=387&name=creer_facture_pour_un_projet06.png)  
7\. By clicking on **Settings**, you have various options to customize your invoice.

![creer\_facture\_pour\_un\_projet07](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet07.png?width=688&height=387&name=creer_facture_pour_un_projet07.png)  
8\. Enter the **service or product name** in the Service or Product field.

![creer\_facture\_pour\_un\_projet08](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet08.png?width=688&height=387&name=creer_facture_pour_un_projet08.png)

9\. Enter the quantity in the **Qty field**.

![creer\_facture\_pour\_un\_projet09](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet09.png?width=688&height=387&name=creer_facture_pour_un_projet09.png)

10\. Select the **unit type** from the Units dropdown list.

![creer\_facture\_pour\_un\_projet10](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet10.png?width=688&height=387&name=creer_facture_pour_un_projet10.png)

11\. Enter the unit price in the **Unit Price** field.

![creer\_facture\_pour\_un\_projet11](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet11.png?width=688&height=387&name=creer_facture_pour_un_projet11.png)

12\. Select the VAT percentage from the **VAT %** dropdown list.

![creer\_facture\_pour\_un\_projet12](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet12.png?width=688&height=387&name=creer_facture_pour_un_projet12.png)

13\. To add new items, click on the **Add Line** button.

![creer\_facture\_pour\_un\_projet13](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet13.png?width=688&height=387&name=creer_facture_pour_un_projet13.png)

14\. You can **add section titles** to organize your items into different sections.

![creer\_facture\_pour\_un\_projet14](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet14.png?width=688&height=387&name=creer_facture_pour_un_projet14.png)

15\. Use the **Adjustment field** to round total values.

![creer\_facture\_pour\_un\_projet15](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet15.png?width=688&height=387&name=creer_facture_pour_un_projet15.png)

16\. Use the **Discount field** to apply a discount to the invoice total by rate or amount.

![creer\_facture\_pour\_un\_projet16](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet16.png?width=688&height=387&name=creer_facture_pour_un_projet16.png)

17\. Enter any comments in the **Comments** text area.

![creer\_facture\_pour\_un\_projet17](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet17.png?width=688&height=387&name=creer_facture_pour_un_projet17.png)

18\. Once the required selections are made, click the **Generate and Send** button.

![creer\_facture\_pour\_un\_projet18](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet18.png?width=688&height=387&name=creer_facture_pour_un_projet18.png)

19\. Clicking the down arrow next to the Generate and Send button opens a list of options, including: **Generate without Sending, Generate and Download, Generate Send and Complete, and Save as Draft.**

![creer\_facture\_pour\_un\_projet19](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Projets/creer_facture_pour_un_projet19.png?width=688&height=387&name=creer_facture_pour_un_projet19.png)

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