Invoicing
Raise and send client invoices, run billing in bulk, record payments, and track what's owed.
The Invoicing module is where you bill your clients — from a single invoice to a whole billing run, through to payments and credit notes. Open it from the sidebar (under the Finance group). It's organised into tabs:
- Invoice run — build a batch of invoices from a period's work.
- Invoices — every client invoice.
- Credit notes — credits raised against invoices.
- Payments — payments recorded against invoices.
- Aged debtors — outstanding balances by client and age.
📷 Screenshot: The Invoicing module with its tabs and the invoices overview strip.
Invoices
The Invoices tab lists every invoice with its Invoice #, client, issue and due dates, Total, Outstanding amount, and Status. A stat strip above the list summarises the headline figures.
Invoices move through these statuses:
Status | Meaning |
|---|---|
| Draft | Being prepared; not yet approved. |
| Approved | Approved and ready to send. |
| Sent | Issued to the client. |
| Part-paid | Some payment received. |
| Paid | Settled in full. |
| Credited | Offset by a credit note. |
| Voided | Cancelled. |
Click New invoice to draft one by hand, or click a row to open the invoice's detail panel — client and billing details, line items, totals, payments received and any credit notes. The footer actions depend on the status:
- Any status — Download PDF, and Email to client once the invoice is client-facing.
- Draft — Approve or Delete.
- Approved — Send or Void.
- Sent / Part-paid — Record payment, Raise credit note, or Void (only while no payments are recorded).
Void and Raise credit note ask for a reason for the audit trail.
Invoice run
An invoice run bills many clients at once from a period's work. Start one with the create-run dialog, then work through the wizard stages:
- Scope — the period and which clients are in scope.
- Timesheets, Expenses, Adjustments — the billable items pulled in.
- Validate — checks before you commit.
- Review — the invoices the run will produce.
A run is Draft while you build it, goes to Awaiting approval, and becomes Committed once approved (or Cancelled). Committing a run generates the invoices, which then appear on the Invoices tab.
📷 Screenshot: An invoice run's wizard, part way through the stages.
Payments, credit notes and aged debtors
- Payments lists every payment recorded against your invoices. Record a payment from an invoice's detail panel (Record payment).
- Credit notes lists credits raised against invoices.
- Aged debtors shows outstanding balances grouped by client and how overdue they are — click through to that client's invoices.
Defaults
Set your invoicing defaults — payment terms, VAT and line descriptions — in Settings → Invoicing, so every new invoice and run starts from your house rules.