Invoices
Quote work, invoice, get paid
2 articles · part of Estimates & invoices
- Create and send an invoiceAn invoice starts as a draft, becomes open when you send it or mark it as sent, and closes when it is paid, written off, or voided. Sending emails the customer a link to a page where they can read it, save the PDF, and pay online.
- Record a payment and close an invoiceAn open invoice is settled by recording what the customer paid. Each payment lands in the payment ledger and moves the status to Partially paid or Paid by itself — you never set those by hand. Money you will not collect is written off; a mistaken invoice is voided.
