Invoicing

Create professional invoices and track customer payments.

Creating an Invoice

1. Go to Invoice Center in sidebar
2. Click Create Invoice
3. Select the Customer
4. Set Invoice Date and Due Date
5. Add line items (see below)
6. Review totals
7. Click Save (draft) or Save & Send

Line Items

Add products or services to your invoice:

• Description: What you're billing for
• Quantity: Number of units
• Rate: Price per unit
• Amount: Auto-calculated (Qty × Rate)
• Income Account: Where revenue is recorded

Sending Invoices

Email invoices directly to customers:

1. Open the invoice
2. Click Send Invoice
3. Review the email preview
4. Click Send

Invoice will be emailed as a PDF attachment.

Recording Payments

When a customer pays:

1. Go to Dashboard → Receive Payment
2. Select the customer
3. Enter payment amount and method
4. Select which invoice(s) to apply payment to
5. Click Save Payment

Payment Schedule (Draws / Milestones)

Split large invoices into structured payment milestones. Perfect for contractors, consultants, and phased projects.

Adding a Payment Schedule

From the invoice detail view, click + Add Payment Schedule to create draws:

• Description: Name each draw (e.g., "Deposit," "Framing Complete," "Final Payment")
• Amount: Payment amount for this draw
• Due Date: When payment is expected
• Condition: A milestone trigger instead of a fixed date

Tracking Draws

Each draw shows its status (Pending, Paid, or Overdue). When recording a payment, BizBooks Pro suggests the next unpaid draw automatically so you can apply payments in order.

Automated Payment Reminders

BizBooks Pro can automatically send payment reminders to customers with unpaid invoices. Reminders are sent daily at 8:00 AM.

Enabling Reminders

1. Go to Settings → Company Preferences
2. Find the Payment Reminders section
3. Check Enable Automatic Payment Reminders
4. Configure your reminder schedule

Reminder Schedule Options

• Before Due Date: Send reminder X days before invoice is due (default: 3 days)
• Overdue Reminders: Send at 7, 14, and/or 30 days past due

What Customers Receive

Professional email reminders include:

• Invoice number and amount due
• Original due date
• Days until due or days overdue
• Your company name and contact info

Invoice Status

Editing & Deleting Invoices

• Draft invoices: Can be freely edited or deleted
• Sent invoices: Can be edited (sends update notification)
• Paid invoices: Cannot be deleted (void instead)

Multi-Currency Invoices

Create invoices in foreign currencies:

1. Select currency from dropdown when creating invoice
2. Exchange rate loads automatically
3. All amounts displayed in selected currency
4. Base currency total calculated for your books