Invoices

Invoices are the core of your billing workflow. Create professional invoices, send them to customers, and track payments — all from one place.

Creating an Invoice

1. Navigate to Sales > Invoices.
2. Click New Invoice.
3. Fill in the invoice details:
   • Customer — Select an existing contact or company, or create a new one.
   • Invoice date — The date the invoice is issued.
   • Due date — When payment is expected.
   • Line items — Add products or services with quantities and prices.
   • Tax — Apply tax rates to line items.
   • Discount — Add a discount percentage or fixed amount.
   • Notes — Include any additional information for the customer.

Invoice Statuses

Sending Invoices

Once your invoice is ready:

1. Click Send on the invoice detail page.
2. Review the email preview — customize the subject and message if needed.
3. Click Send to deliver the invoice to your customer's email.

Your customer receives a professional email with a link to view and pay the invoice.

Recording Payments

When you receive a payment:

1. Open the invoice.
2. Click Record Payment.
3. Enter the amount, payment date, and payment method.
4. The invoice status updates automatically.

Editing and Duplicating

• Edit — Draft invoices can be edited. Sent invoices can be edited with caution.
• Duplicate — Quickly create a new invoice based on an existing one.

Invoice Numbering

Invoice numbers are auto-generated based on your settings. Configure the prefix and starting number in Settings > Customization.