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

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