Billing
Raise and manage invoices, track payments received, issue credit notes, and set the default payment terms.
Default payment terms
Invoices
Every invoice raised, with running totals. Search or filter by status, open an invoice PDF, void an unpaid one, or export them all to CSV.
Payments Received
Every payment received, with method and reference. Search, refresh, or open a receipt PDF.
User lists
Saved groups of people, for invoicing several at once. A list keeps whoever was in it when you saved — it is not a rule that re-evaluates later.
Choose a list to edit, or create a new one.
Issue a credit note
Reduces what an invoice owes without money changing hands. Use this rather than Void when the invoice was correct and some of it is being forgiven or refunded.
Choose Credit against an invoice on the Invoices tab to begin.
Issued credit notes
New Invoice
Raise a new invoice for a user. The invoice email, with a pay-online link, is sent automatically.