Billing & Invoicing
Create, track, and manage invoices from draft through payment in a clean, structured workflow — with real-time balance calculations, partial payment support, and one-click PDF generation. The dashboard shows your total outstanding balance, paid invoices, and drafts at a glance so you always know where your receivables stand.
Features
- ✓ Full invoice lifecycle — Draft, Sent, Partial, Overdue, Paid, and Void statuses
- ✓ Line item management — add charges with description, quantity, and unit price; amounts calculate automatically
- ✓ Payment recording — log partial or full payments as line items; balance due updates in real time
- ✓ Bill-to fields auto-populate from the customer record — editable per invoice
- ✓ Fuzzy date input — type "last friday" or "jan 15" and the system converts it to a proper date
- ✓ One-click PDF generation — download a formatted invoice from any detail view
- ✓ Dashboard stats — total outstanding, paid count, draft count, and overdue amounts at a glance
- ✓ Date range filtering — filter invoices by any date range using natural language input
- ✓ CSV export — download filtered invoice data with selected columns for accounting
- ✓ Create customer inline — add a new customer directly from the invoice form without leaving the page
What sets it apart
Payments as line items
Payments are recorded directly on the invoice as line items — you can see every charge and every payment in one place, with the running balance always visible.
Filter state persists
Your search, date range, and status filters are saved in the browser. Navigate into an invoice and back — your filtered list is exactly where you left it.
Tight customer integration
Selecting a customer auto-fills the bill-to address, billing email, and payment method. You can even create a new customer record without leaving the invoice form.
Overdue tracking built in
Invoices past their due date automatically show as Overdue in the dashboard stats — no manual review needed to know what needs follow-up today.
Interested in this module?
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