INTENDED SEARCHES: invoice, create invoice, send invoice, invoice status
Invoices are used to bill the customer for completed, due, or approved work depending on the billing workflow.
Fields you may see:
- Customer.
- Invoice number.
- Estimate.
- Invoice date.
- Due date.
- Date sent.
- Deposit required.
- Deposit status.
- Payment status.
- Paid date.
- Billing strategy.
- Type.
- Subtotal.
- Tax total.
- Grand total.
- Invoice items.
- Payments.
- Refunds.
Before sending an invoice, check:
- Customer.
- Invoice number.
- Invoice date and due date.
- Items being billed.
- Tax.
- Deposit or progress billing status.
- Payments already recorded.
- Grand total.
- Customer email.
Why this matters:
Invoices affect customer balances, payments, accounting review, and customer trust.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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