#Invoices

Create and manage invoices for billing customers.

#Invoice Statuses

#Creating an Invoice

1. Go to Finance → Invoices
2. Click New Invoice
3. Fill in the details:
   • Bill To — Select a Contact or User
   • Contact Person — Sales person responsible
   • Issue Date — When the invoice is issued (backdating allowed if enabled in Organization Settings)
   • Due Date — Payment deadline
   • Payment Method — How payment should be made

#Adding Line Items

1. In the Line Items section, click Add
2. Select an item from your catalog
3. Adjust Quantity as needed
4. Price and description auto-fill from the item

#Pricing

The invoice total is calculated as:

#Additional Fields

• Notes — Information for the customer
• Terms — Payment terms and conditions

#Invoice IDs

Invoice numbers are auto-generated using your prefix and format from Organization Settings → Finance → Invoices (e.g. INV-00001, INV-ABC123, or a custom value).

#Online Payments

If you've configured a payment gateway (Paystack, Stripe, or PayPal) in Organization Settings, the gateway is automatically listed as a payment option on the invoice. Clients viewing the invoice in the Client Portal can pay online directly.

#Managing Invoices

#Viewing Invoices

The table shows:

• Invoice ID
• Customer
• Amount
• Status (color-coded)
• Issue and due dates

#Filtering

Filter invoices by:

• Status
• Customer
• Date range
• Amount range

#Duplicating an Invoice

Use the Replicate action to create a copy with the same line items and settings.

#Deleting an Invoice

Invoices are soft-deleted (moved to Trash). You can restore them later.

#Export

Download invoices as CSV for reporting.