Invoices

Create and manage professional invoices for services rendered to your clients.

Overview

The Invoices module allows you to:

• Create itemized invoices
• Track invoice status
• Send invoices to clients
• Record payments
• Generate PDF invoices

Viewing Invoices

Navigate to Billing → Invoices to see all invoices.

Invoice List

The list displays:

Column	Description
Invoice	Invoice number (e.g., INV-1001)
Client	Billed client
Status	Draft, Sent, Paid, Overdue
Total	Invoice amount
Paid	Amount paid
Due Date	Payment due date

Filtering Invoices

Filter by:

• Status - Draft, Sent, Paid, Overdue, All
• Client - Specific client
• Date Range - Invoice date range

Invoice Statuses

Status	Description
Draft	Being prepared, not yet sent
Sent	Delivered to client
Viewed	Client has viewed (if tracking enabled)
Partial	Partially paid
Paid	Fully paid
Overdue	Past due date
Void	Cancelled invoice

Creating an Invoice

From Scratch

1. Click + Create Invoice
2. Select the Client
3. Add line items:
   • Description
   • Quantity
   • Rate
   • Tax (if applicable)
4. Set dates:
   • Invoice date
   • Due date
5. Add notes (optional)
6. Click Save as Draft or Save and Send

From Time Entries

1. Go to Time Tracking
2. Select billable time entries
3. Click Create Invoice
4. Review and adjust line items
5. Send the invoice

From Recurring Items

Invoices are automatically generated from recurring billing items based on your schedule.

Invoice Line Items

Each line item includes:

• Description - What's being billed
• Quantity - Units or hours
• Rate - Price per unit
• Amount - Line total
• Tax - Applicable tax

Adding Items

• Manual Entry - Type in details
• From Products - Select from product catalog
• From Time - Import time entries

Invoice Detail Page

Header

• Invoice number and date
• Client information
• Payment terms

Line Items

• Itemized charges
• Subtotal, tax, total

Activity

• Send history
• Payment history
• Views

Actions

• Edit invoice
• Send/resend
• Download PDF
• Record payment
• Void invoice

Sending Invoices

Email Delivery

1. Click Send Invoice
2. Review email template
3. Customize message (optional)
4. Click Send

PDF Download

1. Click Download PDF
2. Print or attach to manual email

Client Portal

Clients can view invoices in their portal if enabled.

Recording Payments

1. Open the invoice
2. Click Record Payment
3. Enter payment details:
   • Amount
   • Date
   • Method (Check, Credit Card, etc.)
   • Reference number
4. Click Save

Invoice Templates

Customize your invoice appearance:

• Company logo
• Colors and branding
• Payment terms
• Notes and footer

Configure in Settings → Invoice Settings

Best Practices

1. Clear descriptions - Clients should understand charges
2. Itemize properly - Don't lump everything together
3. Set reasonable terms - Net 15, Net 30, etc.
4. Follow up on overdue - Don't let invoices age
5. Keep records - Document all payments
6. Use recurring - Automate regular charges