Invoices

There are two ways to send an invoice. This guide shows both, tells you which one to use, and walks you through it step by step from login.

A plain-English guide to every invoice status, from Draft to Cancelled, and what the colour of each chip is telling you.

Void an invoice you sent by mistake so it can no longer be paid and is removed from your books.

Bill a brand-new lead straight from the Invoices page by typing their details. No company record is needed first.

Add 5% UAE VAT to any line on an invoice using the +5% VAT checkbox, and read the VAT total before you send.

Paying a standalone invoice sets up the lead's account and company, opens a request, and emails them their portal login, all on its own.

Give a client money off a single invoice line, either as a fixed amount or a percentage, using the per-line Disc. control.

Use Preview to check the finished PDF exactly as the client will see it, then jump back to Edit or Send, without ever saving a draft.

Every invoice line has a type: Government fee, Service charge or Other. Here is what each one means and why choosing Service charge switches on the 5% VAT for that line.

Save any invoice you have issued as a PDF from the Invoices list, or preview and open the PDF before you send it.

Each invoice line can be tagged to one of your services behind the scenes. This is what makes a bundled invoice split correctly across services in your revenue reports, and it never shows on the client's PDF.

The invoice date defaults to today but you can change it, including back-dating to a past date. Here is how to set it and why the due date always follows as 30 days after it.