Invoicing
Creating and sending professional invoices
Invoicing
Generate professional invoices and track payments with the built-in invoicing system.
Creating an Invoice
Go to Finance → Invoices and create a new invoice with:
- Client — Select from your client list
- Invoice Number — Auto-generated, customizable prefix
- Line Items — Services, quantities, and rates
- Tax — Apply tax rates as needed
- Discount — Percentage or fixed amount
- Due Date — Payment deadline
- Notes — Additional terms or notes
PDF Generation
Invoices are rendered as professional PDFs using your company branding, logo, and colors. Download or email directly from the platform.
Payment Status
Track invoice status: Draft, Sent, Viewed, Paid, Overdue. The dashboard highlights overdue invoices for quick follow-up.
Recurring Invoices
Set up recurring invoices for retainer clients. The system automatically generates and optionally sends invoices on your schedule.