Creating and Managing Invoices

Create professional invoices for your customers directly from the platform. Track payments and maintain records.

Accessing Invoices

1. Go to Billing > Invoices
2. Or click Invoices in sidebar
3. View all invoices

Creating Invoices

New Invoice

1. Click Create Invoice
2. Select customer/lead
3. Add line items
4. Set payment terms
5. Save or send

Invoice Details

Required information:

• Customer name and details
• Invoice number (auto-generated)
• Date and due date
• Line items with amounts

Optional:

• Notes or terms
• Tax information
• Discount

Adding Line Items

Products/Services

1. Click Add Item
2. Select from products or type custom
3. Set quantity
4. Confirm price
5. Add more items as needed

Custom Items

For one-off items:

1. Enter description
2. Set unit price
3. Set quantity
4. Total calculates automatically

Invoice Settings

Company Information

Appears on invoices:

• Company name
• Address
• Contact details
• Logo

Default Terms

Set standard terms:

• Payment due period
• Late payment policy
• Accepted methods

Sending Invoices

Email Invoice

1. Open invoice
2. Click Send
3. Confirm email address
4. Add message (optional)
5. Send

Download PDF

1. Open invoice
2. Click Download PDF
3. Share manually

Invoice Status

Status Types

• Draft - Not yet sent
• Sent - Delivered to customer
• Viewed - Customer opened
• Paid - Payment received
• Overdue - Past due date

Updating Status

When payment received:

1. Open invoice
2. Click Mark as Paid
3. Enter payment details
4. Save

Managing Invoices

Edit Invoice

Only drafts can be edited:

1. Open draft invoice
2. Make changes
3. Save

Duplicate Invoice

For similar invoices:

1. Open existing invoice
2. Click Duplicate
3. Modify as needed
4. Save new invoice

Delete Invoice

Only drafts:

1. Select invoice
2. Click Delete
3. Confirm

Invoice Reports

View History

See all invoices:

• Filter by status
• Filter by date
• Filter by customer

Export Reports

1. Set filters
2. Click Export
3. Download CSV or PDF

Print Invoices

Print Single

1. Open invoice
2. Click Print
3. Select printer
4. Print

Print Multiple

1. Select invoices
2. Click Print Selected
3. Print batch

Best Practices

1. Clear descriptions - Detailed line items
2. Prompt sending - Send immediately after service
3. Follow up - On overdue invoices
4. Keep records - Export regularly
5. Professional format - Include logo and terms
6. Accurate info - Double-check amounts