Invoices
Create, send, and record payments against an invoice.
An invoice is a request for money. It is the document that reaches your ledger, so most of this page is about the moment that happens.
Navigate to Sales → Invoices.
Creating an Invoice
Click New Invoice in the Invoices list. Every invoice is created as a Draft — there is no way to create one that starts life as sent.
Invoice number, issue date, due date, and currency. Business name, address, and logo are pulled from your Settings.
Pick a company from the customer list. Qyri resolves the recipient contact from the company automatically — you do not choose a person. If the company is not in your list yet, you can create it inline without leaving the form.
Add items from your product catalog or type them in yourself. Per line you can set the quantity, unit rate, and tax rate, and add a numeric discount.
Customer-facing terms, notes, and your bank transfer details.
Save keeps it as a Draft. Send emails it to the customer and posts it to the ledger — read the next section first.
Sending Approves and Posts
Sending an invoice does three things at once, in a single transaction: it sets the status to Sent, marks the invoice approved, and writes the accounting entry to your ledger. There is no separate approval step, and no way to send without posting.
This is why the customer-facing PDF page only opens once an invoice has left the Draft stage — drafts, voided, and cancelled invoices have no public page, and a fresh draft has no issued document behind it yet. Your own copy of a draft's PDF can still be exported from the record.
Editing Invoices
- A Draft can be changed freely.
- Once an invoice has left Draft, editing it warns you first, because the change has ledger consequences and the customer may already have a copy.
Recording Payments
From the invoice record, choose Record Payment.
Payment date, amount, method, and the cash account the money landed in.
The invoice's payment status updates from that — Unpaid, then Partial as you record amounts, then Paid once the balance reaches zero. Recording a payment also posts the cash movement to your ledger and notifies your team.
Payment methods
Cash, Bank Transfer, Check, Credit Card, Debit Card, Mobile, and Other.
Payments are recorded by hand. Entering a payment is a bookkeeping action — you type the amount, the date, and the method into Qyri. Qyri does not collect money from a customer: there is no card processing, no payment button, and no payment link in front of an invoice. Take payment the way you normally do — bank transfer, card terminal, or anything outside Qyri — and record it here. Other ways to collect payment are planned for later.
Paying Reminders
An invoice can have automatic payment reminders attached to it, so you do not have to remember to chase.
Credit Notes
To reverse or reduce an invoice, raise a credit note against it rather than deleting or editing the original — an issued invoice is part of your audit trail.
Recurring Invoices
For a repeating charge, build it once as a recurring invoice rather than copying an invoice by hand each cycle.