# How to create a client invoice or report from a payment

Source: https://archiboard.design/help/how-to/client-invoice

When the client is ready to pay an advance or close a phase, you need an invoice with the studio's details. After payment, you need a report showing where the money went. ArchiBoard creates these documents from the recorded payments and fills in the details from your profile.

1. **Open the project finances.** Open the project, then «Project Finances». You will see all client payments and supplier payments, grouped by supplier.
2. **Find the payment.** Choose the client payment you want an invoice or report for. Supplier payments are also available if you need to invoice a supplier for a commission.
3. **Create the PDF.** From the selected payment you can create a PDF: a client invoice, a commission invoice to a supplier or a report for the client. The studio's details are filled in from your profile settings.

- Before your first invoice, check the studio's details in your profile settings — they go into the PDF.
- In the project finance settings, set the studio's role, the payment flow («Client → Supplier» or Client → Studio → Supplier) and the currency — this affects the calculations.
- If the estimate exceeds the approved budget, ArchiBoard shows a warning.
- Supplier commission is tracked separately: accrued → requested → received. ArchiBoard creates a task to request the commission from the supplier.
- A common «Finances» section for all projects is coming soon. For now, see the totals on the home page.