Quotes
How quotes work at /quotes, from the pipeline board and versioned sending to customer acceptance, deposits, PDFs, and turning a quote into an invoice, order or task.
Orders
Sales orders at /orders, with stock reservation, fulfillment through shipments, invoicing policies, digital delivery, returns and promotions.
Quotes
How quotes work at /quotes, from the pipeline board and versioned sending to customer acceptance, deposits, PDFs, and turning a quote into an invoice, order or task.
Orders
Sales orders at /orders, with stock reservation, fulfillment through shipments, invoicing policies, digital delivery, returns and promotions.
How invoices work at /invoices, including creation from quotes and tasks, sending, online payment through Stripe, recorded payments, credit notes, write-offs, reminders and the Payments page.
Invoices bill customers for quotes, tasks, orders and other work. They live under Finance > Invoices at /{orgSlug}/invoices, which has two tabs:
/invoices): a board with the columns Suggested, Draft, Sent, Overdue, Written off, Paid and Cancelled. Every open invoice shows. Paid and cancelled columns default to invoices closed since last month; switch the period to All time for older ones./invoices/all): a table with search, filters, sorting and bulk actions.New invoices start at /invoices/create and open at /invoices/[invoiceId]. The detail page is a branded document preview with the email message, payments, notes and linked records below it.
Online payment is set up on the Payments page at /{orgSlug}/payments, under Finance > Payments.
| Kind | Meaning |
|---|---|
| Invoice | A regular invoice |
| Deposit | The deposit invoice created when a quote with a deposit is accepted |
| Credit note | A correcting document with its own number, inverted amounts and a reference to the original invoice |
| Status | Meaning |
|---|---|
| Draft | Editable, including the customer |
| Sent | Issued to the customer and immutable |
| Overdue | Past the due date and still unpaid |
| Written off | Uncollectible, with a required reason |
| Paid | Settled in full |
| Cancelled | Voided before it was paid |
On the board you can drag a draft to Sent, a sent or overdue invoice to Paid or Cancelled, and a written-off invoice to Paid.
Line types are section headers, products, time (hourly), fixed price and custom lines. Invoice templates can define standard costs, which you add one at a time with Add standard cost; each one copies an editable snapshot onto the invoice. Discounts can be a percentage or a fixed amount, or come from a promotion.
VAT works as on quotes: organization presets plus Custom, totals per rate, and the regimes standard, reverse charge, exempt, KOR and margin scheme. An invoice can carry a customer reference, such as a purchase-order number, and a delivery date that defaults to the invoice date when it is sent.
Collection costs, statutory interest and late fees are separate charges that count toward the amount due. The Add charge dialog shows the statutory maximum for collection costs.
The Invoice progress strip follows the default invoice lifecycle: Sent, Viewed and Paid, with Partially paid as a flag. Its reminder ladder sends reminders 3 days before the due date and 7 and 14 days after it. The invoice becomes Overdue on the due date, a final notice goes out 21 days after the due date, and 15 days later collection costs are added and the invoice moves to In collection. Customer emails run within business hours and re-check the invoice first.
Invoice templates can pick a different lifecycle or customize its reminders. See Content.
From the Invoices page:
From billable work:
Then select the customer and optional contact, add lines, set the invoice date, due date and options, and save. Scan image on the line editor looks a product up from a photo. See Products.
The Options panel holds the workflow, payment term, template, currency, VAT and online payment settings. Online payment is on by default; turn it off to offer bank transfer only.
Select Send on a draft. Sending needs a due date, a customer billing or contact email, and a customer VAT number when reverse charge applies. When online payment is on, the organization's Stripe account must be able to receive payments. When an approval policy applies, approvers are notified and you send again once it is approved. See Approvals.
The first send snapshots the seller and buyer details, so later customer or organization edits do not change the issued invoice. The email attaches the invoice PDF, plus the terms and conditions PDF when the template sets one. Sent and overdue invoices can be sent again from the Other menu. Several invoices can be sent at once from All invoices.
Sending an invoice created from a quote consumes the stock the quote held.
The customer opens the invoice at /{orgSlug}/portal/invoices/[invoiceId], including as a guest, and selects Pay invoice. The embedded Stripe Payment Element offers the payment methods the account supports, such as cards and iDEAL. Stripe webhooks are authoritative: the invoice becomes paid when Stripe confirms the payment, and a returning browser only refreshes the page. Failed payments, refunds and disputes are mirrored on the invoice. See Customer portal.
For bank transfers, cash and other payments, open the Payments section and select Record payment. Enter the amount, method, date received and reference. An invoice can have several payments; the section shows the total, paid and outstanding amounts, and the payment that settles the balance marks the invoice paid. Recorded payments can be removed.
Mark paid settles a sent, overdue or written-off invoice in one step. Marking paid cancels any open online payment.
The Other menu also offers Download PDF, Show online and Duplicate. Bulk actions in All invoices are send, mark paid, cancel and archive. Export the filtered list as CSV, Excel or PDFs.
Notes are an internal thread that stays off the PDF and the customer-facing invoice. Mention users and teams with @, or work and customer records with #. Notes copy onto invoices created from a quote, duplicates and credit notes. The Quotes and tasks section shows the quote and tasks the invoice bills for.
The account shows as Not connected, Setup required or Enabled. Invoices can only be sent with online payment once charges are enabled. The platform fee per transaction is set by platform admins in Platform settings. See Stripe billing for the operator setup.
| Key | Grants |
|---|---|
organization.invoices.view | See invoices and download PDFs |
organization.invoices.create | Create invoices, credit notes and invoices from quotes, orders or suggestions |
organization.invoices.update | Edit drafts, notes, charges and linked tasks |
organization.invoices.delete | Archive and restore invoices |
organization.invoices.send | Send invoices |
organization.invoices.mark-paid | Mark invoices paid |
organization.invoices.record-payment | Record and remove manual payments |
organization.invoices.write-off | Write off invoices |
organization.invoices.pause-reminders | Pause and resume reminders |
organization.invoices.cancel | Cancel invoices |
organization.invoices.duplicate | Duplicate invoices |
organization.payments.manage | Open the Payments page and manage the Stripe account |
Accepting or dismissing a suggestion also needs organization.tasks.update. See Access control.
invoice.sent, invoice.viewed, invoice.partially-paid, invoice.paid, invoice.overdue, invoice.reminder-sent, invoice.final-notice-sent, invoice.payment-failed, invoice.disputed, invoice.uncollectible, invoice.cancelled, invoice.reminders-paused and invoice.reminders-resumed can trigger workflows and outgoing webhooks.Not yet available: invoice tools on the MCP server.
All paths are under /api/v1/organizations/{organizationId}.
| Resource | Operations |
|---|---|
/invoices | List, create, get, update, delete |
/invoices/from-quote | Create from a quote |
/invoices/{invoiceId}/send | Send |
/invoices/{invoiceId}/mark-paid | Mark paid |
/invoices/{invoiceId}/payments | Record a payment |
/invoices/{invoiceId}/cancel | Cancel |
/invoices/{invoiceId}/write-off | Write off |
/invoices/{invoiceId}/pause-reminders and /resume-reminders | Pause and resume reminders |
/invoices/{invoiceId}/duplicate | Duplicate |
/invoices/{invoiceId}/notes | List, add, update, delete |
/invoices/{invoiceId}/lifecycle | Get lifecycle and advance a stage |
Last updated on
Quotes
How quotes work at /quotes, from the pipeline board and versioned sending to customer acceptance, deposits, PDFs, and turning a quote into an invoice, order or task.
Orders
Sales orders at /orders, with stock reservation, fulfillment through shipments, invoicing policies, digital delivery, returns and promotions.