Creating, sending, and managing invoices, payments, and credit notes Learn more about Invoicing
6 articles
The Invoice List
Browse, search, filter, and manage invoices from the main invoices page with status filters and bulk actions
Updated 21 March 2026
Creating Invoices
Create invoices with itemised line items, tax settings, payment terms, and optional time record imports
Sending Invoices
Mark draft invoices as sent, set due dates, and deliver them to clients via email or the portal
Recording Payments
Record full or partial payments against invoices with payment method, date, and reference tracking
Credit Notes
Issue credit notes against existing invoices to record refunds or adjustments with full audit trail
Voiding Invoices
Void an invoice or credit note to lock it from further editing or payment while preserving the record