Help centreInvoice settings
Issue invoices, record confirmed payments and refunds, and compare budgets without mixing currencies.
Steps
- Enter the issuing company’s name, address, country, tax identifiers and payment details.
- Choose the invoice language and currency-specific template when needed.
- Design the document with company and customer fields, line items, totals, stamp and signature positions.
- Preview with configured company details or sample data and download a test PDF.
- Save settings and verify a real invoice before sending it.
Fields and states
Invoices
Scope: Selected event.
States: draft, issued, paid, overdue, void, credited.
| Field | Format | Required |
|---|---|---|
| Contact Linked to: Contacts | Linked record | No |
| Order Linked to: Orders | Linked record | No |
| Invoice Number | Text | No |
| Line Items | Structured settings | No |
| Subtotal | Number | No |
| Tax | Number | No |
| Total | Number | No |
| Currency | Text | Yes |
| Due At | Date and time | No |
| Notes | Long text | No |
If something is missing
Check the selected event, your role and the enabled modules. If an action fails, keep the entered details and review the error before retrying. Ask an administrator for access rather than sharing another account.