Where

Sales & CRM › Money › Invoices

Who

Anyone allowed to create invoices.

Press + Create new invoice (or turn an estimate into one). The form opens over the list with the Invoice number and the Invoice date already filled.

Under Customer & billing, choose the Customer first: the invoice is in the customer's currency. Add a Project if it belongs to one, and set the Due date. Check the Allowed payment modes for this invoice: an invoice with no payment mode cannot be paid at all.

Under Line items, add the lines; Browse catalogue picks them from your items and Bill tasks brings in a project's time. Under Notes & terms, write the Client note. Under Totals, press + Discount or + Adjustment if needed. Payment milestones splits the invoice into staged payments.

Press Save as draft to finish later, or Save to issue it. The arrow beside Save offers Send now, Save and send later and Save & record payment.

A draft must be issued (Issue invoice) before it can be sent or paid. On an issued invoice, Send to customer emails it and Record payment records money received.

A yellow note lists what the document still lacks to print completely, such as the customer's tax number or billing address. Fill them in on the customer.

The list

Four figures stand at the top: Billed, Collected, Outstanding and Overdue. Under them the Invoice status ledger has a card for each status in the currency you choose: Draft, Unpaid, Partially paid, Overdue, Paid, Written off and Cancelled. Press a card to see only those invoices. The row under it narrows the list as well: All, Overdue, Overdue > 30 days, Due this week, Partially paid, Drafts, then Show archived drafts and ▾ Filters. A row that still owes money carries its own Record payment button. ⇩ Export CSV takes the list out and + Batch Payments opens many payments at once.

The Invoices list: four figures, the status ledger and the invoices

The list showing the draft invoices only

Who to chase first

The Who to chase first button opens a list of the customers with overdue money, the most urgent first. Each row shows the amount Overdue, the Oldest late invoice and Why first, for example how late it is against how the customer usually pays. Draft a reminder writes a reminder for you to read. Nothing is sent from that screen.

The invoice’s page

The head shows the number, the customer and the status, then the main button (Issue invoice while it is a draft, Record payment while money is due), Ask Flowrica, Send to customer and More ▾ (Create credit note, Copy, View PDF, Download, Mark as cancelled; on a draft also Edit). Under the head you see the Amount due, how much is paid, and how late it is. A late invoice shows its reminder band with Send reminder. When the customer holds credit, a band says so and offers Apply credits on an issued invoice.

An unpaid invoice: the amount due and the days left under its head, and its Payment schedule tab

Once money is recorded against an invoice its figures can no longer change. To correct it, issue a credit note.

Tab	What it is for	What you can do there
Invoice	The lines, notes, totals and the payment methods the customer may use.	Pause overdue reminders, Write off as bad debt.
Payments	Every payment and applied credit.	Take back an applied credit.
Payment schedule	The instalments agreed, and what is paid against each.	—
Tasks	Tasks about the invoice.	+ Create task.
Files	Files on the invoice.	+ Upload file, Upload from your phone.
Activity	Who opened the invoice, and when.	—

What Flowrica does here

On the list she can make the invoice with you, one question at a time (Create an invoice); nothing is saved until you press the form's own button. You can ask her about the screen, for example How much is overdue?

Before: Turn an estimate into an invoice · Next: Record a payment

Issue an invoice

The list

Who to chase first

The invoice’s page

What Flowrica does here