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Invoices ​

The Invoices module is where you bill customers for products or services delivered. An invoice is a formal request for payment that lists the amounts due and the payment terms. Create an invoice whenever you deliver goods or complete a service and expect payment at a later date.

Create a New Invoice ​

  1. Go to Invoices → New Invoice.
  2. Enter header details:
    • Customer
    • Invoice Date
    • Due Date (auto-calculated from the customer’s payment terms, e.g., Net 30)
    • (Optional) Currency, Price List, Reference/PO No., Salesperson, Notes/Terms

Add Line Items ​

  • For each product/service, add a line with:
    • Item / Description
    • Quantity and Rate
    • (Optional) Discount (line-level or overall)
    • Tax (if applicable)
  • Subtotal, tax, adjustments/shipping, and Total are calculated automatically.
  • You can add one-time charges or shipping fees as needed.

Preview & Send ​

  • Preview to verify layout and totals.
  • Click Save, then Send to email a PDF to the customer.
  • You can also Download PDF or Print for a paper copy.
  • The invoice appears in the customer’s Outstanding Invoices list until paid.

Record Payments ​

  • When payment is received, open Receive Payments to apply it to the invoice(s).
  • Record full or partial payments; the invoice balance updates accordingly.
  • Once fully paid, the invoice shows Balance: 0 and status updates to Paid.

Statuses & Actions ​

  • Statuses: Draft, Sent, Partially Paid, Paid, Overdue, Voided.
  • Actions: Edit, Duplicate, Email, Share link, Download PDF, Print, Delete/Void.

Tips ​

  • Set default payment terms at the Customer level to auto-fill due dates.
  • Add clear Notes/Terms (late fees, delivery terms, warranty) to avoid disputes.
  • Use templates to keep branding consistent.
  • Payment reminders are used to reduce late payments.