Typical invoice flow
Invoices usually move from preparation to approval, sending, and payment tracking.
- Draft invoices can still be reviewed and edited.
- Approved invoices are ready to send and count as active client invoices.
- Paid or partially paid invoices help you understand outstanding balances.
Tools on the invoice list
Use filters, CSV export, bulk actions, invoice templates, and status views to manage many invoices at once.
Templates control how invoices look. Billing details, payment details, barcode settings, and PDF generation are configured from settings and invoice data.