Invoices & Payments
Bill clients with line-item invoices in your currency, send them for payment, and record the money as it comes in.
#The invoices list
Invoices are shown in a single list with status tabs (All, Draft, Pending, Sent, Paid, Overdue, Cancelled) and summary cards for Total invoices, Total revenue, Pending, and Overdue amount.
Columns: Invoice #, Client, Date, Due date, Amount, Status.
#Create an invoice
New Invoice opens a two-tab modal.
Details tab
| Field | Type | Description |
|---|---|---|
| clientId* | combobox | Selecting a client auto-fills the billing email and address. |
| projectId | combobox | Optional — link the invoice to a project so it shows up on that project’s Invoices tab. |
| invoiceDate | date | Defaults to today. |
| dueDate | date | Defaults to invoice date + 30 days. |
| currency | dropdown | USD, EUR, GBP, CAD, AUD, or JPY. |
| billingAddress | address | Prefilled from the client, editable per-invoice. |
| status | dropdown | Draft / Pending / Sent / Paid / Overdue / Cancelled. |
| notes | textarea | Prints on the PDF under the line items. |
Line Items tab
Every line captures:
| Field | Type | Description |
|---|---|---|
| description* | text | What you’re billing for. Shows on the PDF. |
| unitType | dropdown | Hours, Days, Units, or Items. |
| unitPrice* | number | Price per unit in the selected currency. |
| quantity* | number | Number of units billed. |
The line total is calculated automatically. The tab footer shows net, tax, handling, discount, and total — all derived from the invoice-level settings below.
#Line items, tax, discount & handling
The invoice-level tax rate, handling fee, and discount are configured in the Details tab. They’re applied to the line-item subtotal like this:
- Subtotal = sum of line items
- Discount subtracted
- Handling fee added
- Tax applied on the adjusted amount using the rate from Settings → Billing & Tax (or overridden per invoice)
#Sending invoices
From the invoice detail page, Send Invoice moves the status to Sent and is the point where a PDF is generated and emailed to the client’s primary email. Status can transition forward (Paid) or be corrected (Cancelled) from the same header.
Download PDF produces the PDF without changing status — useful for attaching to an email you’re sending yourself.
#Recording payments
There are two equivalent ways to log a payment:
- Open any invoice and click Record Payment. The modal is scoped to that invoice and client.
- Open the Payments sidebar entry and click Record Payment. You’ll pick the invoice yourself.
| Field | Type | Description |
|---|---|---|
| invoiceId* | combobox | The invoice you’re applying the payment to. |
| amount* | number | Amount received. |
| date | date | When the money arrived. |
| type | dropdown | Cash, Check, Card, or Bank Transfer. |
| status | dropdown | Pending, Completed, or Failed. |
| reference | text | Transaction ID, bank reference, or check number. |
| notes | textarea | Anything useful to remember later. |
When a payment fully covers an invoice, the invoice moves to Paid automatically.