An invoice is built from line items, with tax, an optional payment plan and a message to the client. You can save it as a draft or send it straight away.
The Invoices page
Open Invoices from the sidebar. Four stat cards sit at the top:
| Card | What it shows |
|---|---|
| Total Invoices | Every invoice you've created |
| Outstanding | The unpaid balance across all of them |
| Total Paid | What has actually come in |
| Overdue | How many are past their due date |
Below that, a table you can search, filter by status, and sort — Newest First, Due Soonest, Amount: High to Low, Client: A → Z and their opposites. Two toggles narrow it further: Payment Plans shows only invoices paying in installments, and Group by Client collapses the table into a section per client.
Building one
Add Invoice opens the builder. It's one long form, in cards.
Who and when
Client is required, and it's chosen from your leads. Invoice Date defaults to today; Due Date must be after it.
Line Items
Add Blank Item adds a row. Each takes an Item Name, a Category, an optional Description, Qty and Price, with the line total worked out for you.
Categories come as presets — Venue, Catering, Bar & Beverages, Decor, Entertainment, Photography, Flowers, Rentals, Services and Other — but the field also accepts anything you type, so you aren't limited to that list.
If you bill the same things repeatedly, Item Library holds saved line items you can drop straight in. You build that library in Settings, under Invoice Settings.
Tax
Tax Rate (Decimal) takes the rate as a decimal — 0.08 for 8%, not 8. That catches people out.
Tax Type is Sales Tax, Service Tax, VAT or GST. Choosing VAT reveals a Client VAT Number field: enter a VAT-registered EU business's number and the tax is set to zero with a reverse charge notice printed on the invoice. Leave it blank to charge VAT as normal.
Tax Inclusive Pricing says your prices already include tax. There's also a tax-exempt option with a reason field.
Pass Processing Fees to Client adds the card processing cost to their total instead of yours.
How to Pay
This box only appears when you aren't taking card payments. With Stripe connected the client gets a pay button instead, so the field is hidden — the two never both show.
Payment Plan
The Payment Plan card has an Enable checkbox. Switch it on and the installment builder opens — see Setting Up Payment Plans.
Saving or sending
Save Draft keeps it editable. Generate & Send finalizes it, produces a branded PDF, and emails it to the client with a link to view and pay.
Worth knowing before you press send: the emailed link is PIN-protected. See Sending & Tracking Invoices.
Statuses
Draft, Sent, Paid, Partially Paid, Overdue and Cancelled, with a separate Voided marker for invoices that have been voided — which cannot be undone.
Editing
Drafts and sent invoices can be edited freely. Once a payment lands, the amounts lock and the payment plan's Enable checkbox is disabled. From there your options are to record more payments or void it from the Danger Zone.
Tip: Group by Client is the fastest way to answer "what does this couple still owe us?" when they have several invoices across venue, catering and extras.
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