Invoice details

The invoice detail page is the working surface for one invoice — line items, totals, dates, and the actions that move it through its lifecycle.

Layout

• Header — invoice number, current status, balance due.
• Line items — each line with description, quantity, unit price, and line total.
• Totals — subtotal, tax, total, and balance.
• Dates — issue date, due date.
• Related records — contact, account, job, originating estimate.
• Documents — attachments specific to this invoice (signed copies, PO references).
• Payment history — every payment recorded against this invoice.

Common tasks

1. Edit line items — add, remove, or change quantities and prices while the invoice is in draft.
2. Send the invoice when it's ready. Status moves to Sent and the contact gets a notification.
3. Mark paid when payment lands. Partial payments move it to Partial until the balance hits zero.
4. Download PDF for record-keeping or for a customer who wants it in writing.
5. Void to cancel a sent invoice that won't be collected. Voided invoices stay on the record for audit; they just don't count toward revenue.

Tip

Keep the originating estimate linked. Reporting can then see how often estimates convert to invoices and how the totals compare.

Related

• Invoices overview
• Estimate vs invoice