Invoice Management Documentation
What are Invoices?
Invoices are formal requests for payment sent to clients for goods or services provided. Our invoice system allows you to create professional invoices with customizable templates, track payment status, and manage your cash flow efficiently.
Tip: Enable automatic invoice reminders to improve your collection rate.
Invoice Statuses
Invoices move through different statuses as they progress:
Draft
Invoice is being prepared and hasn't been sent to the client yet.
Sent
Invoice has been sent to the client and is awaiting payment.
Paid
Full payment has been received for the invoice.
Unpaid
Invoice is overdue and payment has not been received.
Partially Paid
Partial payment has been received, but balance remains outstanding.
Void
Invoice is no longer valid and won't be collected.
Creating Invoices
- Navigate to the Invoices section and click "Create New Invoice"
- Select a client from your client list
- Add line items with descriptions, quantities, and prices
- Set the issue date and due date
- Review the invoice details and send
Invoice Templates
Customize your invoices with professional templates that reflect your brand identity:
- Brand colors and logo placement
- Custom fields and sections
- Multiple layout options
- Industry-specific templates
Payment Processing
Our integrated payment system supports multiple payment methods:
Credit Cards
Accept major credit cards directly through your invoices.
Bank Transfer
Provide bank details for direct transfers.
Digital Wallets
Accept payments through popular digital wallets.