Docs/Invoicing

Invoicing

Issue invoices, record payments, track outstanding amounts, and understand invoice statuses.

How invoicing works#

Invoices bill customers for products or services. Each invoice has line items, VAT, due dates, and a payment trail. Issued invoices post to the ledger automatically, so accounting stays in sync without manual journal entries.

Open Invoicing

Invoice lifecycle#

Status	Meaning
Draft	Editable and not counted as revenue. Delete or edit freely.
Issued	Finalized and sent — counts toward revenue and outstanding receivables.
Partially paid	Some payment recorded; the remaining amount stays in outstanding.
Paid	Fully settled.
Overdue	Issued and past the due date — shown as a display state, not a separate status.
Void	Cancelled after issuing. Voiding creates a reversal so the ledger stays correct.

Warning: Issued invoices cannot be silently edited — void and reissue instead. This protects the audit trail and keeps tax reporting consistent.

Creating and issuing an invoice#

1Go to Invoicing → New Invoice, or convert an accepted quotation.
2Pick the customer (or quick-create one inline) and confirm currency and dates.
3Add line items — services, products, or shipping — with quantity, price, discount, and VAT.
4Review the totals: subtotal, tax, discount, and amount due.
5Save as draft to finish later, or issue it to make it final.

Recording payments#

Record payments against issued invoices with a date, method, and amount. Partial payments are supported — the invoice moves to Partially paid until the balance reaches zero, then to Paid.

Payments post to the ledger and update outstanding receivables immediately.
The dashboard Outstanding pill and collections cards reflect payments in real time.

Tax and compliance#

Invoices follow your workspace jurisdiction. UAE workspaces support FTA-compliant fields such as TRN and place-of-supply emirate; Pakistan workspaces support NTN/STRN and sales tax handling. Withholding tax can be applied when relevant.