Invoices

Create, edit, send, download and manage professional invoices.

Create an invoice

1. Open the Invoices section.
2. Select Create Invoice.
3. Choose an existing client or add a new client.
4. Add the invoice date, due date and reference details.
5. Add products or services as line items.
6. Review VAT, discounts and totals.
7. Save the invoice.

Manage invoice status

Invoice statuses help you track whether a document is a draft, sent, partially paid, paid or overdue.

Download an invoice

Open the invoice and select Download PDF. The downloaded document uses your selected template, branding and business information.

Send an invoice

Email sending is available according to your subscription plan. Open the invoice and choose Send where the feature is available.

Record a payment

Use Record Payment to capture the amount paid, payment date and payment method. The outstanding balance updates automatically.