Invoices

Invoices are formal requests for payment once work or a milestone is completed.

Creating an Invoice #

1. Navigate to Sales > Invoices.
2. Click New Invoice.
3. Complete the fields:
   • Customer, Invoice Date, Due Date
   • Add line items from the Item List
   • Apply taxes, discounts, or adjustments
   • Customize with notes, terms, and attachments.
4. Save, then choose to Send, Print, or Mark as Sent.

Invoice Management #

• Track payment status: Unpaid, Paid, Overdue, Draft.
• Add payment manually or automatically through integrated gateways.
• Set recurring options.
• Convert estimates into invoices.