Invoices: Billing Customers and Tracking Payments

What this area is for

Invoices are how you bill customers and track whether you’ve been paid.

Where to find it

Main menu → Invoices

Key concepts (and why they matter)

• Invoice status: Helps you see what’s drafted vs sent vs paid.
• Invoice lines and adjustments: Explains totals and prevents confusion later.
• Payments: Recording payments is what turns “sent” work into real tracked revenue.
• Customer email: Needed if you want the system to email the invoice directly.

Common workflows

A) Create an invoice

1. Click Add Invoice.
2. Fill in customer and invoice basics.
3. Add invoice lines (or pull from an order if available).
4. Save.

B) Send an invoice (or mark it as sent)

When you click send, you typically have options like:

• Email it to the customer (if an email exists)
• Mark as sent (if you sent it outside the app)

C) Record a payment

1. Open the invoice.
2. Choose Record payment.
3. Enter the amount and save.

D) Download a PDF

Use Download PDF when you need a printable copy or want to attach it somewhere else.

Tips / common gotchas

• If a customer has no email on file, add it in Customers before trying to email invoices.
• Record payments promptly so “what am I owed?” stays accurate.