Apps & modules
Invoicing
Invoices, payments, and recurring billing.
Invoicing issues customer invoices, records payments against them, and posts both to the general ledger so your books stay correct without a separate bookkeeping step.
Building an invoice
- Raise one from scratch, or generate it from a delivered sales order so the lines carry over.
- Line items take a product, quantity, unit price and description; the subtotal, tax and total are computed for you.
- Issue and due dates drive the overdue calculations shown on the dashboard and used by the AI agents.
- Download PDF produces a printable invoice carrying your workspace name.
Statuses and what each one posts
Revenue is recognised on an accrual basis — when the invoice is issued, not when the cash arrives.
- Draft — nothing is posted to the ledger yet.
- Sent — posts the revenue leg: debit Accounts Receivable, credit Sales.
- Paid — records a payment and posts the settlement leg: debit Cash, credit Accounts Receivable.
- Cancelled — leaves the ledger untouched.
Ledger posting is idempotent. Flipping an invoice between statuses cannot double-count it, and deleting an invoice removes the journal entries it created so the trial balance stays balanced.
Recurring invoices and payments
- Recurring invoices for retainers and subscriptions on a fixed cadence.
- Payments can be recorded in part or in full, in any amount including cents.
- Every payment is listed against the invoice it settles.