Invoices

Create, send, and track invoices with status-based workflows.

Open Invoices#

1. Open the Finance dropdown in the sidebar
2. Click Invoices

Invoice List#

The invoices page shows all invoices with status filters at the top.

Filter by Status#

• All — Show every invoice
• Draft — Created but not sent
• Sent — Sent to the client
• Paid — Payment received
• Overdue — Past due date, unpaid
• Cancelled — Voided

Click a status tab to filter the list.

Create an Invoice#

1. Click New Invoice (or navigate to /business/invoices/new)
2. Fill in the invoice form:
   • Client — Select from your client list
   • Line Items — Add items with description, quantity, unit price
   • Due Date
   • Notes (optional)
3. Click Create as Draft or Send Immediately

Update Invoice Status#

Change an invoice's status to track its lifecycle:

• Draft → Sent — You send the invoice to the client
• Sent → Paid — Client pays the invoice
• Sent → Overdue — Past due date without payment
• Any → Cancelled — You void the invoice

Status can be updated from the invoice detail view or the list.

Edit an Invoice#

1. Click an invoice in the list
2. Modify any field
3. Only Draft invoices can be edited

Delete an Invoice#

1. Click the delete action on an invoice
2. Confirm the deletion
3. Only Draft or Cancelled invoices can be deleted

Permissions#

Invoice access depends on your role:

• create — Create new invoices
• read — View invoice list and details
• update — Edit draft invoices
• delete — Remove invoices
• approve — Approve invoice status changes
• export — Export invoice data

See Roles & Permissions for details.