Billing and invoices

How invoices are created Invoices come from four places: orders, recurring services falling due, an administrator, and the API. Each carries the client, currency, tax, lines, balance, status and payment method.

Invoice states An invoice is always in one of six states. Each one tells you what may still happen to it.

Configure tax and VAT Tax is worked out from the client's billing address when an invoice is generated. Decide inclusive or exclusive first: changing it later changes every price.

Quotes that become invoices A quote is a priced proposal with a stage and a valid-until date. When the client accepts, it becomes an invoice rather than living beside one.

Credit, refunds and disputes Credit sits on the client's account and pays new invoices. Refunds send money back. A dispute is the client's challenge at their payment provider.

Billable items: charges for the next invoice A billable item is a charge you add to a client to be invoiced later: hours worked, a quantity, or a fixed amount, each with the date it should be invoiced on.