> ## Documentation Index
> Fetch the complete documentation index at: https://docs.isptriage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoices & payments

> Creating invoices, recording payments, and Stripe integration

## Invoices

### List and filter

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

### Create an invoice

<Steps>
  <Step title="Open create form">
    Use **Billing → Invoices → Create** or the quick-action menu (+).
  </Step>

  <Step title="Select client">
    Choose the customer; billing profile and tax settings apply automatically.
  </Step>

  <Step title="Add line items">
    Pull from active services or add one-time charges.
  </Step>

  <Step title="Send or save">
    Save as draft, mark sent, or email PDF to the client depending on workflow.
  </Step>
</Steps>

### Invoice PDF

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

### Invoice statuses

| Status             | Meaning                                |
| ------------------ | -------------------------------------- |
| Draft              | Not finalized                          |
| Sent / Open        | Owed by customer                       |
| Paid               | Fully satisfied                        |
| Overdue            | Past due date                          |
| Void / written off | No longer collectible (see Write Offs) |

## Payments

**Billing → Payments** lists payment history.

### 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.

### 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.

### Failed transactions

When Stripe charges fail, entries appear under **Failed Transactions**. Review, retry, or contact the customer.

<Warning>
  Always verify payment amounts and invoice allocation before marking large manual payments—errors affect AR reports.
</Warning>

## 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.

## Quick actions

The top-nav **+** menu shortcuts:

* New client
* New invoice
* Payments list

Use these for fast data entry during phone support.