Billing / Invoicing

View all invoices from all clients.


You can sort invoices by:

  • Status paid/unpaid
  • Issue Date the date of invoice creation
  • Due Date last day to pay an invoice
  • Client client name
You can filter invoices by:
  • Issue date: the issue date of the invoice
  • Due date: the due date of the invoice
  • Status: unpaid / paid / cancelled / refunded
  • Total: invoice total

After clicking on a card you get redirected to the invoice details page that looks like in the above image. You can switch through the following tabs:

Details tab

See details about the invoice, items and journal entries.

Add payment tab

Here you can add a payment by submitting the required information


Refund tab

Here you can make a refund


Editing an invoice

You can edit an invoice by clicking the ‘edit’ icon from the top-right of the invoice details page. You will then be redirected to the edit page where you can perform multiple actions like changing the status of the invoice, adding invoice items or deleting them.


Creating an invoice

You can add an invoice by clicking the button from the bottom right side of the screen


This will redirect you to the invoice create form


You will need to select a client and add at least an invoice item. The (+) button for invoice item addition will be available once you select a client.