> ## Documentation Index
> Fetch the complete documentation index at: https://test-docs.upayments.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoicing

> Create, send, and track professional invoices with online payment

# Invoicing

<Note>Requires Starter tier or above</Note>

Create professional invoices with online payment, email delivery, PDF generation, and automated reminders.

## 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

## 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

## Invoice Status

| Status      | Description                   |
| ----------- | ----------------------------- |
| **Draft**   | Not yet sent to customer      |
| **Sent**    | Delivered to customer's email |
| **Viewed**  | Customer opened the invoice   |
| **Paid**    | Payment received in full      |
| **Overdue** | Past due date, unpaid         |
| **Void**    | Cancelled by merchant         |

## Invoice Settings

Configure defaults at **Invoices → Settings**:

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