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Invoices

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List and filter

Billing → Invoices shows all company invoices. Filter by status (draft, sent, paid, overdue), client, or date range.

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Create an invoice

1

Open create form

Use Billing → Invoices → Create or the quick-action menu (+).
2

Select client

Choose the customer; billing profile and tax settings apply automatically.
3

Add line items

Pull from active services or add one-time charges.
4

Send or save

Save as draft, mark sent, or email PDF to the client depending on workflow.

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Invoice PDF

Download PDF from the invoice detail page (staff or client portal). Branding follows company preferences.

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Invoice statuses

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Payments

Billing → Payments lists payment history.

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Record a manual payment

  1. Open Payments or client billing tab.
  2. Choose invoice(s) and amount.
  3. Set method (check, cash, transfer, etc.) and date.

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Stripe card payments

Clients can:
  • Add a card via setup intent in the portal
  • Pay individual invoices or use auto-pay on billing day
Staff can trigger setup flows from the client billing profile where enabled.

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Failed transactions

When Stripe charges fail, entries appear under Failed Transactions. Review, retry, or contact the customer.
Always verify payment amounts and invoice allocation before marking large manual payments—errors affect AR reports.

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Taxes and fees

Tax classes and invoice fees are configured at company level. Client billing profiles may assign a default tax class. Line items show tax breakdown on PDFs where configured.

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Quick actions

The top-nav + menu shortcuts:
  • New client
  • New invoice
  • Payments list
Use these for fast data entry during phone support.