Invoicing

Create, send, and manage invoices and estimates with support for multiple currencies, taxes, and discounts.

Invoice Features

• Custom invoice numbers with auto-increment
• Multiple line items with quantity, rate, and description
• Tax calculations (single or dual tax rates)
• Discount support (percentage or fixed amount)
• PDF generation for email and download
• Email delivery directly from the platform
• Status tracking from draft to paid
• Multi-currency support

Invoice Lifecycle

DRAFT → SENT → VIEWED → ACCEPTED → PAID
  │       │                          ↑
  │       └── OVERDUE ───────────────┘ (partial payment)
  │
  └── VOID (cancelled)

Invoice Items

Each invoice contains line items:

Field	Description
description	Item/service description
quantity	Number of units
price	Rate per unit
totalValue	quantity × price
applyTax	Apply tax to this item
applyDiscount	Apply discount to this item

Item Types

Invoices can itemize different sources:

Type	Description
By Task	Bill for tracked tasks
By Employee	Bill for employee hours
By Project	Bill for project milestones
By Expense	Reimburse marked expenses

Estimates

Estimates use the same system with isEstimate: true:

• Create estimates for potential work
• Send estimates to clients for approval
• Convert approved estimates into invoices
• Track estimate acceptance rates

Permissions

Action	Permission
View invoices	INVOICES_VIEW
Create/edit invoices	INVOICES_EDIT
View estimates	ESTIMATES_VIEW
Create/edit estimates	ESTIMATES_EDIT

Related Pages

• Invoice Endpoints — API reference
• Payments — payment recording
• ERP Overview — ERP module overview