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Invoices

Creating and sending an invoice

Create an invoice from a collaboration, add line items, review tax and totals, then send it to the brand.

Invoices are tied to a collaboration and use your Business Profile as the sender identity. Before creating one, your profile must have the business name, business email, and country required for invoice generation.

Create an invoice

  1. 1Open Invoices and choose New Invoice, then select the collaboration.
  2. 2Confirm the invoice number, issue date, due date, currency, recipient details, and notes.
  3. 3Add or review line items. Check subtotal, tax, discount, and grand total before saving.
  4. 4Save as Draft to continue editing, or send it when the details are final.
  5. 5Open the invoice detail page to download the PDF, copy the invoice link, send a reminder, or record a payment.
Note:Invoice readiness is based on the fields required to generate an invoice, not every optional business-profile field. If the wizard asks you to complete your profile, use the Business Profile link in the message.
Tip:If the collaboration has eligible advances, review the advance selection before saving. The invoice summary shows the invoice total, Less Advances, and Total Payable separately.
Tip:For a series, use the delivery-based path and select the eligible child deliverables from the grouped series row. For tax treatment guidance, read Understanding the Agreed Amount Includes taxes toggle before reviewing the taxable amount, tax, and grand total.

Frequently asked questions

Can I invoice a partially paid collaboration?

Yes. The invoice remains available for reminders while it has an outstanding balance.

Does revenue include tax?

Recognized collaboration revenue excludes tax and fees. Invoice payment tracking still uses the invoice grand total and received payment amounts.

What happens if the collaboration has an advance?

Matching received advances are applied automatically. If there is one matching pending advance, it can be included automatically; when there are multiple pending advances, select the ones to apply in the wizard. The invoice then shows the advance deduction and payable total.

Related guides

Managing collaboration advances

Add an advance received for a collaboration, move it from pending to received, and understand when it can be cancelled.

Applying advances to invoices and settling balances

Learn which advances are eligible, how Collabcy applies them to invoices, and how advances change payable and outstanding amounts.

Creating invoices from series deliverables

Select all or part of a deliverable series, review the grouped invoice line, and create an invoice without losing child allocations.