Invoices

What you see on this tab

One row per invoice. The columns are: invoice number, status, issued date, due date, total and a link to the invoice detail. Supervisors and admins can create a new invoice from this tab.

Open an invoice

1. Click the invoice number. The invoice detail page opens with the line items, payments and a PDF preview.
2. Return to the contact when you are done.

Create a new invoice

1. Click + New invoice in the top-right.
2. The bill-to target is pre-filled with this contact. Override if needed.
3. Add line items from services or pull completed sessions from a case.
4. Save as draft, or finalise to assign the next invoice number.

Status reference

Draft

Editable. Not yet sent.

Finalised

Totals locked, invoice number assigned, not yet sent.

Sent

Emailed to the contact.

Paid

Fully paid.

Overdue

Past the due date and not paid.

Refunded / Voided

Cancelled after the fact.