Invoices and payments

Where to click

Use these menu paths first, then complete the action from the screen you open.

Exact steps

1. Go to Sidebar > Sales > Invoices to create or manage invoices.
2. Use the page action to create a new invoice, select the customer and complete the billing items.
3. Save or send the invoice once the amounts and dates are correct.
4. Go to Sidebar > Sales > Payments when you need to record, review or manage invoice payments.
5. Use recurring invoice settings only when the billing cycle should be generated automatically.

What this feature does

• Invoices support recurring invoice views and customer-change helpers.
• Recorded payments can be added and deleted through verified actions.
• Credits can be applied to invoices and overdue notices can be sent.
• PDF generation, send-to-email and mark-as-sent are part of the invoice workflow.
• Payments have their own list, PDF and email actions in addition to invoice-linked payment records.

What to do next

• If you need to reverse or balance billing, review Credit Notes alongside the invoice workflow.
• For customer-level summaries, use the Statement actions in the Clients area.

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