Invoices

An invoice is a bill: a list of charges a customer owes, with a total, a tax line, and a due date. This chapter covers the states an invoice moves through from creation to payment, and the different reasons an invoice comes into being.

Every amount on an invoice carries a calculation trace. Open any line and click "Show calculation" to see exactly how the number was worked out.

In this chapter

The invoice lifecycle The states an invoice moves through, from draft to paid.
How invoices are generated The reasons an invoice is created, from a renewal to a manual bill.
Invoice numbering How invoices are numbered, and how to set the prefix and format.
The hosted invoice page A shareable link where a customer can view and pay an invoice without signing in.
Explain this invoice in plain English One button that turns an invoice into a short, plain summary of what the customer is paying for, why it changed from last time, and what to expect next.