Invoicing

Invoice Management enables Pro and Family tier users to create professional invoices with line items, tax, notes, and terms. Track invoices through a full status workflow and download branded PDFs.

• Select or create a customer from your directory.
• Add line items with description, quantity, and unit price.
• Optionally add tax rate, notes, and payment terms.
• Save as Draft or submit immediately.

Invoices follow a strict progression. Invalid transitions are rejected by the API.

• Draft → Submitted → Under Review → Agreed → Completed
• At any stage before Completed: can be moved to Disputed or Cancelled.

• Customer Directory — Manage a list of customers with name, email, and address.
• PDF Download — Generate branded PDF invoices.
• Activity Log — Complete history of all interactions with each invoice.
• Dashboard Widget — Outstanding invoice summary on the main dashboard.