Creating Invoices
Creating Invoices
Navigate to Accounting & Finance → Invoices.
Creating an Invoice
- Click Create Invoice
- Select or create a Customer
- Add line items with descriptions and amounts
- Set payment terms (Due on Receipt, Net 7, Net 30)
- Click Save or Save & Send
Invoice Features
- PDF Export: Download professional PDF invoices
- Email Delivery: Send directly to customer
- Payment Tracking: Record partial or full payments
- Status Updates: Mark as sent, paid, overdue
Invoice Status
| Status | Meaning |
|---|---|
| Draft | Not yet sent |
| Sent | Delivered, awaiting payment |
| Partial | Some payment received |
| Paid | Fully settled |
| Overdue | Past due date |