Invoicing & Receivables

Invoice statuses and lifecycle

Understand the draft → sent → viewed → partial → paid flow, plus overdue, cancelled, and void.

Recording invoice payments

Apply full or partial payments to an invoice; the balance and status update automatically.

Issuing credit notes and refunds

Create credit notes for returns or corrections and apply them against open invoices.

Recurring invoices

Automate invoices that repeat on a schedule for subscriptions and retainers.