Invoicing & Payments

Create invoices for completed work, send them to clients, and track payments.

Overview

Complete Work → Create Invoice → Send → Client Pays → Reconcile

Invoice Statuses

Status	Meaning
Draft	Invoice being prepared
Sent	Invoice emailed to client
Viewed	Client has opened the invoice
Partial	Some payment received
Paid	Fully paid
Overdue	Past due date, unpaid

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Track all your invoices in one place with status indicators, payment tracking, and quick actions

In This Section

• Creating Invoices - Generate invoices from jobs
• Sending Invoices - Email to clients
• Recording Payments - Record payments from invoices
• Managing Payments - View, allocate, and manage all payments
• Xero Integration - Sync with your accounting software