Invoicing & Receipts
Generate professional invoices and receipts from any transaction. Customize branding, track invoice statuses, and deliver documents by email or print.
Printing a Document
From any transaction detail page:
- Click Print
- Choose Invoice or Receipt format
- A printable preview opens with your business details, line items, and totals
- Use your browser’s print function to save as PDF or send to a printer
Emailing Invoices
Emailing requires a Pro plan.
- Open a transaction detail page
- Click Email
- Enter the recipient’s email (pre-filled from party)
- Preview the email and attached document
- Click Send
Invoice Lifecycle
Track the status of your invoices:
| Status | Meaning |
|---|---|
| Draft | Not yet sent |
| Sent | Delivered to client |
| Viewed | Client has opened the invoice |
| Paid | Payment received |
| Overdue | Past the due date without payment |
| Cancelled | Voided |
Recording a Payment
When a client pays, mark the invoice as paid:
- Open the transaction
- Click Record Payment
- Select the payment method and enter the amount
- The status updates to Paid
Document Customization
Customization requires a Pro plan.
Customize the look of your invoices, receipts, quotes, and statements in Settings → Documents:
| Setting | Description |
|---|---|
| Accent Color | Color used for headings, totals, and highlights |
| Footer Text | Custom text at the bottom (e.g., “Thank you for your business!“) |
| Payment Instructions | Bank details, e-wallet info — displayed in a prominent box |
| Number Prefixes | Customize prefixes (e.g., INV-, REC-, QT-) |
| Field Visibility | Show or hide Tax ID, Location, Reference, Note fields |
Business Logo
Upload a logo in Settings → General to display it on all documents.
Overdue Reminders
Automatically email clients when invoices are past their due date.
Overdue reminders require a Pro plan.
- Go to Settings → Documents → Overdue Reminders
- Toggle Enable reminders
- Select when to send reminders: 1, 3, 5, 7, 14, 21, or 30 days after the due date
- Reminders are sent automatically at 1:00 AM UTC daily
Reminders count toward your monthly email limit. Each invoice only receives one reminder per day offset (no duplicate sends). Invoices that are paid, cancelled, or still in draft are skipped.
The reminder email uses your business branding (accent color, footer text, payment instructions) and is sent from your business name.
Payment Links
Share a payment link so customers can view the invoice, see your bank details, and confirm their payment online.
Payment links require a Pro plan.
- Enable Manual Bank Transfer in the Integrations page
- Open an income transaction with invoice tracking enabled
- Click Generate Payment Link in the Payment Link card
- Share the link — or email the invoice and a “Pay Now” button is included automatically
When a customer confirms payment, you’ll receive a notification to review and confirm. See Payment Links for full details.
Credit Notes
Issue a credit note to refund part or all of an invoice:
- Open the income transaction
- Click Issue Credit Note in the Credit Notes card
- Enter the amount and date
- A credit note document (CN-0001) is created and linked to the original
Credit notes use the “CREDIT NOTE” header on printed documents and reference the original invoice number. See Transactions for details.
Related
- Transactions — Create transactions to invoice
- Payment Links — Share payment links with customers
- Quotes & Estimates — Quote documents use the same branding
- Party Statements — Statement documents
- Settings — Document customization settings