Invoices

Sales › Invoices.

1. Select + New invoice.
2. Choose the Customer, the Issue date and the Payment terms (the Due date follows). Choose the Currency.
3. Add lines. For each, enter a Description (or pick a product), the account it is recorded against, the Tax rate and the amount. Tick Amounts include tax if your prices already include it.
4. Add Notes if you wish, then save.

The invoice is saved as a Draft. Nothing is recorded in your books yet, so you can edit it freely.

When you are happy, select Post. The invoice becomes Issued and is recorded in your books: sales, tax and what the customer owes. Only people who can post (owners, admins, brand admins and accountants) can do this. A posted invoice cannot be edited. To correct one, issue a credit note.

From the More menu on a row:

• Email to customer: sends the invoice as a PDF attachment with a link to view it online. You can add a message.
• Download PDF
• Copy link: a link to view the invoice online, to send yourself.
• Edit draft (drafts only)

Status	Meaning
Draft	Saved but not yet in your books
Issued	Posted and unpaid or partly paid
Overdue	Issued, past its due date and still unpaid
Paid	Settled in full
Refunded / Partially refunded	Money was returned to the customer

Use the filters above the list to see each status, and the search box to find an invoice by number or customer.

Select an invoice to see the customer, dates, Total, Paid, Refunded, Net retained, Balance due, its lines and the Payments received.

Payments are recorded when you match a bank row to the invoice on Reconcile, or when a connected payment service such as Stripe or GoCardless reports one. The invoice updates automatically, from Issued to Paid.