Money

Invoices, receipts and credit notes

Finding any document, and correcting an invoice properly.

Invoices

Invoices lists every invoice with its status. Outstanding shows only unpaid ones. Search by invoice number or client, and open any invoice to print or email it.

Receipts

Receipts lists every payment taken, including deposits and refunds, with the total collected. Any receipt can be printed again.

Credit notes

An issued invoice is never edited or deleted. To correct one, open it and issue a credit note for the amount. You can give the money back or leave it as credit on the client's balance.

Numbering

Invoices and job numbers follow one sequence per year, for example J-2026-0001. Receipts have their own sequence (REC-2026-0001).