Invoices & Payments
Payment Settings
New Invoice
Total Outstanding
—
— open invoices
Overdue
—
Past due date
Collected This Month
—
Payments received
Current (not yet due)
—
On track
Accounts Receivable Aging
All
Draft
Sent
Overdue
Paid
#
Client / Project
Invoice Type
Amount
Balance Due
Due Date
Status
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Invoice Details
Line Items
Payment Summary
Payment History
+ Record Payment
Notes / Terms
New Invoice
Fill in the details to create a professional invoice
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Invoice Info
Invoice Type
Deposit
Progress Billing
Milestone
Final Invoice
Maintenance (Recurring)
Payment Terms
Due on Receipt
Net 15
Net 30
Net 45
Net 60
Project
— No project —
Client
— No client —
Invoice Date
Due Date (optional — auto from terms)
Line Items
Description
Qty
Unit
Rate
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Totals & Taxes
Tax Rate (%)
Retention (%)
Previous Payments ($)
Recurring Frequency
Weekly
Bi-weekly
Monthly
Quarterly
Notes
Internal Notes / Memo
Terms & Conditions
Record Payment
Invoice —
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Amount ($)
Payment Date
Payment Method
Check
Cash
Zelle
Bank Transfer / ACH
Credit Card
Other
Reference # (check #, transaction ID, etc.)
Notes
Payment Settings
Appears on all invoices
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Payment Instructions
Default Payment Terms
Due on Receipt
Net 15
Net 30
Net 45
Net 60
Default Tax Rate (%)
Late Fee (%/month, 0 = none)
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