Invoicing

Create, manage, and track invoices for your customers. Send professional invoices and monitor payment status.

Invoicing Features

Create Invoices

Learn how to create and send professional invoices to your customers.

Key Concepts

Invoice Status

  • Draft: Invoice not yet sent to customer
  • Sent: Invoice sent to customer
  • Viewed: Customer has viewed the invoice
  • Partially Paid: Customer has paid part of the invoice
  • Paid: Invoice fully paid
  • Overdue: Invoice payment is past due date

Common Tasks

  • Create a new invoice
  • Send invoice to customer
  • Track payment status
  • Record partial payments
  • Send payment reminders

Best Practices

  • Use clear, descriptive line item descriptions
  • Set appropriate payment terms
  • Include your payment methods
  • Follow up on overdue invoices promptly
  • Keep invoices organized and archived