Invoices

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2025.

Invoices are billing documents sent to clients for payment. They support PDF generation, email delivery, payment reminders, and payment tracking.

Screenshot

Viewing Invoices

1. Go to Sales > Invoices
2. See all invoices with status, client, amount, due date
3. Filter by status: Draft, Sent, Paid, Partially Paid, Overdue, Cancelled
4. Click an invoice to view details

Screenshots Pending

Screenshots for this page will be added once the Production app pages are restored. The app is currently undergoing a codebase optimization.

Invoice Statuses

Status	Description
Draft	Being prepared
Sent	Sent to the client
Partially Paid	Some payment received
Paid	Fully paid
Overdue	Past due date, not fully paid
Cancelled	Voided invoice

Creating an Invoice

1. Go to Sales > Invoices > New Invoice
2. Fill in the details:

Field	Description
Client	Select the client
Invoice Date	Issue date
Due Date	Payment deadline
Subject	Invoice reference or description
Notes	Payment terms or additional info

Line Items

Add line items with description, quantity, unit price, tax, and discount — same as quotes. Totals are calculated automatically.

3. Click Save to create as draft

Sending Invoices

1. Open the invoice
2. Click Send
3. The invoice PDF is emailed to the client
4. Status changes to Sent

Payment Reminders

For unpaid or overdue invoices:

1. Open the invoice
2. Click Send Reminder
3. A reminder email is sent to the client

Editing Invoices

1. Go to Sales > Invoices > [Invoice] > Edit
2. Update line items, dates, or details
3. Save changes

warning

Invoices that have already been sent or have payments recorded against them should only be edited with caution. Consider creating a new invoice instead of modifying a sent one.

Payment Tracking

The invoice detail view shows:

• Total amount due
• Payments received (linked from the Payments module)
• Outstanding balance
• Payment history

tip

Set realistic due dates and use the reminder feature for overdue invoices to improve collection rates.