Invoices let you bill a customer for products or services, send the bill, and track payment. This article explains what invoices are and where to find them.
What an invoice is
An invoice is a bill addressed to one of your accounts (and optionally a contact). It contains line items with quantities and prices, plus tax, discount, and shipping. Each invoice has an Issue Date and a Due Date.
Where to find invoices
Open the Invoices area from the navigation. The list shows each invoice’s number, account, issue date, due date, total, and status.
Key concepts
- Status – invoices move through statuses including Draft, Sent, Partial, Paid, Overdue, Cancelled, Voided, and Refunded. New invoices start as Draft.
- Balance due – the total minus what has been paid so far. Recording payments reduces the balance until the invoice is fully Paid.
- Tax – tax is calculated automatically from your organization’s settings and any account tax exemption, though you can enter a manual tax rate.
- From a quote – invoices created by converting an accepted quote are handled slightly differently: they are cancelled rather than deleted.
What you can do with an invoice
- Create an invoice
- Edit an invoice
- Send an invoice and reminders
- Record a payment
- Void, cancel, or refund an invoice
Tip: Use Download PDF on any invoice to save or print a copy.