Invoices

The Invoices page lists every invoice you have raised in one place, with search, status tabs, running totals and an actions menu on each row. This guide shows you around it.

Raise an invoice from the Invoices page in a few clicks, for a client you already have or a brand new one. This guide walks you through every 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.

Fix a mistake on an invoice you already sent, or send it to the client again. This guide shows both, and explains what happens to your books when you edit an invoice that is already in the accounts.

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.