Financial documents

Invoices, payments and credit notes

Full billing cycle: from auto-creation on order to payment recording and accounting integration.

Auto-invoice Partial payments Credit notes Installment plans AR automation

Key capabilities

Auto-created from orders. Manual creation. Sending to customer.

Invoices

Auto-creation from orders. Manual creation. Sending to customer.

Payments

Partial payments. Bank transfer, card, cash.

Credit notes

Returns, discounts. Automatic application to invoice.

Installment plans

Installment plan with dates and amounts. Progress tracking.

Invoice statuses

Draft Sent Viewed Paid Overdue Cancelled
Invoices list
Invoice detail

Invoice payment lifecycle

1

Auto-create from order

On order confirmation — invoice is auto-generated with all lines, prices, and tax. Manual creation also supported.

2

Send to customer

Send by email with PDF export or share a link. Status changes to Sent, then Viewed on open.

3

Register payment

Record partial or full payment: bank transfer, card, cash. Installment plan tracks each tranche.

4

Post to accounting

Payment triggers automatic AR entry. Credit notes reduce invoice balance in real time.

Related modules

🛒 Orders 📒 Accounting 👥 Counterparties