Invoicing
The invoicing module lets you create compliant quotes, invoices, credit notes and recurring invoices. PDF export, Stripe payment links and complete billing cycle management.
Available on Pro plan and above
Features
- Professional quotes with status tracking (Draft, Finalized, Accepted, Rejected, Expired)
- Compliant invoices with legal notices (Draft, Finalized, Paid, Overdue)
- Credit notes linked to original invoices
- Automatic recurring invoicing (monthly, quarterly, etc.)
- One-click quote to invoice conversion
- Stripe payment link for online card payment
- PDF export with logo, contact details, VAT and legal notices
- Units: Unit, Hour, Day, Session, Month, Package
- VAT rates: 0% (exempt), 5.5%, 10%, 20%
- Business profile setup (company name, IDs, address, VAT, logo, bank details)
Initial setup
- Go to Invoicing > Settings
- Fill in business profile (company name, IDs, address, VAT, logo, bank details)
- Configure default payment terms and quote validity
Create a quote
- Invoicing > Quotes > New Quote
- Select or enter the client
- Add line items (description, quantity, unit, price excl. tax, VAT rate)
- Save (draft) or Finalize and send
FAQ
How to convert a quote to invoice? When a quote is accepted, click 'Convert to Invoice' to automatically create the invoice.
How to edit a finalized invoice? A finalized invoice cannot be modified. Create a credit note then a new invoice.
Common issues
"Validation FAILED" → Check that all required fields are filled: client, at least one line item, dates.