Creating Invoices

Creating an invoice

1. Go to Invoices in the sidebar
2. Click New Invoice
3. Fill in:
   • Contact — who you’re billing
   • Issue date — when the invoice is created
   • Due date — when payment is expected
   • Line items — add products/services with quantity and unit price
   • VAT rate — applied to the subtotal (defaults from your invoice settings)
   • Notes — payment instructions or additional info
4. Click Save

The invoice number is generated automatically based on your prefix and counter (configurable in Settings > Invoice Defaults).

Invoice statuses

Status	Meaning
Draft	Not yet sent to the client
Sent	Delivered to the client
Paid	Fully paid
Overdue	Past the due date, not yet paid
Cancelled	Voided — won’t be collected

Sending an invoice

If you have SMTP configured (Settings > Email), you can email invoices directly to the contact’s email address.

PDF download

Each invoice can be downloaded as a PDF. Open the invoice and click the Download PDF button.

Editing an invoice

Click on an invoice to view it, then click Edit. You can modify line items, dates, and notes.

Caution

Avoid editing invoices that have already been sent to clients. If you need to make changes, consider cancelling the original and creating a new one.

Exporting invoices

Click Export on the Invoices page to download all invoices as a CSV file.