The invoice page and its actions

Open Invoices in the sidebar of the accounting console or the admin console. Filter by status (Draft, Issued, Paid, Partially paid, Overdue or Void), or turn on Overdue only.

In the app, Invoices is one of the tabs for accountants and office staff.

• Header: the invoice number, status and total, with the amount due or Fully paid.
• Line items: description, quantity, unit price and total, then subtotal, discount, VAT (15%), total, paid and balance due.
• Payment history: the method, status, reference, amount and date of each payment. Advances and payments collected on site carry their own badge.
• Details: the client, the issue and due dates, and links to the ticket and the quotation.

• Download PDF: the bilingual tax invoice, on every invoice.
• Record payment: add a bank transfer or cash payment while the invoice is Issued, Partially paid or Overdue.
• Resend: notifies the client about the open invoice again.
• Void: cancels the invoice in any status except Paid and Void. It cannot be undone, and any advance linked to the invoice goes back to the ticket.
• Settle internally: for internal team tickets only, shown to the role responsible for the ticket.
• Create payment link: makes a link to the invoice's payment page that you can copy or open, to send to the client.

Accountants and Super Admins record payments, resend and void. Create payment link is an operations tool: Super Admins and operations managers see it when online payment is set up and the invoice is open. It never appears in the accounting console.

Operations managers can open every invoice but cannot record payments, resend or void. They settle the internal invoices of tickets they are responsible for, from the admin console.

Every night, Issued and Partially paid invoices past their due date become Overdue, and the client is notified. Internal team invoices have no due date and never go overdue.