Customers - View Customer Detail: Invoice

When working within the Customer Detail page, users can initiate billing by selecting + Invoice from the quick-create bar. This opens the Create Invoice interface, which is automatically linked to the active customer to ensure accuracy and consistency.

Accessing Create Invoice from Customer Details

1. Navigate to the Customer Detail Page.

2. In the quick-create bar at the top of the page, click + Invoice.

3. The Create Invoice interface opens with the customer pre-selected.

Create Invoice Interface Overview

The Create Invoice interface is structured into multiple sections to capture customer details, billable line items, payment terms, and totals.

Customer Information

At the top of the invoice, a header displays key customer details:

• Customer name (e.g., Colten Anderson)

• Billing address

• Service address

• Contact details

This information is automatically populated and ensures the invoice is issued to the correct account.

Invoice Lines

This section allows users to add the products or services being billed.

Service Date

• Each line item includes a date picker.

• Used to specify when the service or work was performed.

Product / Service & Description

• Enter the name of the service or item (e.g., Acid Wash, Acid).

• Add detailed descriptions to clarify the scope of work.

Quantity and Rate

• QTY: Enter the number of units or hours.

• Rate: Enter the unit price.

Tax and Line Removal

• Tax Checkbox: Apply tax to individual line items as needed.

• Delete Icon: Removes the selected line item from the invoice.

Billing Terms

This section defines invoice timing and payment expectations.

Invoice Date

• Sets the official invoice creation date.

Days Until Due

• Enter the number of days allowed for payment (e.g., 30 days).

• The system automatically calculates the final due date based on this value.

Messages

Two separate message fields are available to control customer-facing and internal communication.

• Message on Invoice

  • Displays directly on the invoice sent to the customer.

  • Used for general notes or payment instructions.

• Message on Statement

  • Used internally or on customer statements.

  • Does not appear on the primary invoice view.

Financial Summary

Displayed at the bottom of the interface, this section automatically calculates:

• Subtotal

• Tax (if applicable)

• Total Amount (e.g., $608.25)

Totals update in real time as line items are added or modified.

Saving and Confirmation

Save Locally

• Clicking SAVE LOCALLY stores the invoice as a draft.

• Allows users to return later and complete the invoice.

Final Submission

1. Click the final submission button.

2. A confirmation prompt appears asking:
   “Are you sure you want to create this invoice?”

3. Click CONFIRM to finalize.

Invoice Management Page

After confirming, users are redirected to the Invoices Page, which serves as the central dashboard for managing all invoices.

Invoices Page Overview

Filters

Invoices can be filtered by:

• Date range

• Invoice status

• Tags

• Customer

Invoice Table

Each invoice row displays:

• Invoice creation date

• Due date

• Unique Invoice #

• Customer name

• Current status (e.g., Draft)

• Total amount

Quick Actions

An ellipsis (three-dot) menu at the end of each row provides options to manage individual invoices, such as editing, exporting, or sending.