Invoices

An invoice asks a customer to pay. It records what you supplied, how much is owed, in which currency and by when, and it is where you record the payments and credit notes that settle it.

Where to find it

Select Invoices in the sidebar. The list opens on the Unpaid and Partial Paid invoices — the ones still owing money; widen the status filter to see the rest. A due date that has passed on an unpaid invoice shows in red. Under the rows, Total Amount and Total Outstanding add up the invoices your filter shows; voided invoices never count towards either. Select an invoice number to open it.

What you can do

Create an invoice, or start from a quotation — see Raise an invoice.
Read an invoice: its figures, lines and related records.
Issue a draft to give it its invoice number.
Preview the PDF to send to the customer.
Record a payment, then give the customer a receipt.
Find what is late, void an invoice that must not stand, or credit one.

Terms

Draft — not issued yet, identified by a proforma number. Every new invoice starts here.
Unpaid — issued, and nothing has been received yet.
Partial Paid — part of the money has arrived and a balance is still outstanding.
Paid — nothing is outstanding, and payments cleared it.
Credited — nothing is outstanding, and a credit note cleared some or all of it.
Cancelled — the invoice was voided. You can still open and read it, but not edit, delete or pay it.

Common misunderstandings

You do not set the status yourself. It follows the grand total, the payments and the credit notes, and updates whenever one of them changes.
Paid and Credited both mean nothing is outstanding; they tell you how the balance was cleared.
Voiding is not deleting. A voided invoice keeps its number, its lines and its history.

Permissions

You need Invoice List and View to see the list and open an invoice, Add and Edit to create one, and Edit to issue, record a payment or void. Delete removes a draft. A role set to Own records only sees the invoices whose salesperson it is.