Invoices
Create, send, and track bills until they are paid.
Overview
Invoices are the core document you send to get paid. Draft them, mark them sent, email them, accept partial payments, apply discounts, and mark them paid when money arrives.
Creating an invoice
Choose a client, add line items (products or custom rows), set tax and discount, then save as draft or send. Use public notes for the client and private notes for your team.
Statuses
Draft → Sent → Partial → Paid (or Cancelled / Reversed). Partially paid means a payment was applied but a balance remains. Mark paid records a manual payment for the remaining balance.
Discounts and deposits
Apply a percentage or fixed discount at the invoice or line level. Use partial / deposit amounts when you need an upfront payment before the full balance is due.
Reminders
Configure automatic reminders for unpaid invoices in settings. Reminder schedules can escalate from friendly nudges to final notices.