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Invoicing

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Creating an Invoice

1. Navigate to Invoices → New
2. Select customer (or enter email for new customer)
3. Add line items with description, quantity, unit price, and optional tax
4. Choose a template (Classic, Modern, Minimal, Bold, Corporate)
5. Set payment terms and due date
6. Send immediately or save as draft

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Invoice Features

• 5 PDF templates — Professional designs with accent color support
• Drag-and-drop line items — Reorder items easily
• Tax configuration — Per-item taxable toggle with configurable rate
• Recurring invoices — Weekly, monthly, quarterly, annual auto-generation
• Late fees — Automatic percentage or fixed fee after grace period
• Automated reminders — Configurable days before/after due date
• Online payment — Customers pay directly from the invoice via hosted page
• Partial payments — Track partial payment progress

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Invoice Status

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Invoice Settings

• Company branding (logo, accent color)
• Default payment terms and tax rate
• Invoice numbering (prefix, zero-padding)
• Late fee configuration
• Reminder schedule
• Default template