ModulesFinance
Invoicing
Create, send, and track invoices.
Creating an Invoice
- Navigate to Finance → Invoices
- Click New Invoice
- Select or create a client
- Add line items (products, services, or custom entries)
- Set payment terms, due date, and tax rates
- Preview and send
Invoice Statuses
| Status | Description |
|---|---|
| Draft | Not yet sent to client |
| Sent | Delivered to client |
| Viewed | Client opened the invoice |
| Paid | Payment received |
| Overdue | Past due date, unpaid |
| Cancelled | Voided invoice |
Recurring Invoices
Set up invoices that automatically repeat:
- Create an invoice as usual
- Enable Recurring and set the interval (weekly, monthly, quarterly, yearly)
- The system creates and sends invoices automatically on schedule
Credit Notes
Issue credit notes for partial or full refunds:
- Open the original invoice
- Click Create Credit Note
- Specify the amount and reason
- The credit is linked to the original invoice
Print / PDF
Click Print to open a print-optimized view, or download as PDF for emailing or archiving.