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Systematic Invoice

Invoices

The list

Each invoice in the list shows its number, status, date, client and total, with what is left to pay, when it is due or how many days it is late. Lists stay fast however many invoices you have.

  • Search by invoice number.
  • Customize filters by status (Unpaid, Partly paid, Paid, Closed), client, business and date, archived or not, and sorts by status, date, number or last update.
  • The download icon exports the invoices to Excel.

Make an invoice

Choose Add. If presets are on, start from scratch or from a preset. Then fill in:

  • Currency and Language: the language of the PDF only, whatever the language of the app.
  • Banks & wallets: where this client pays you. See Banks and wallets.
  • Style profile: the look of the PDF. See Style profiles.
  • Business and Bill to: who sends it and who receives it. Add in Bill to creates a client on the spot.
  • Invoice information: the number (given for you, see Numbering), the issue date and the due date.

Lines

Add Item adds a line: pick an item, then set the quantity, unit price, a discount and the tax of that line.

  • Custom fields: give a line extra columns, such as a reference or a date. Pick a header or type a new one and press Enter. Each header becomes a column of the PDF table, aligned the way you choose.
  • Drag lines to change their order.

Under the lines, the totals add up live: subtotal, discount, tax, shipping, surcharge, total, paid and balance due. See Taxes and discounts.

Notes, signature and attachments

  • Customer note, Thank you note and Terms & conditions, printed at the bottom.
  • Signature: draw it, or upload an image.
  • Attachments: images (up to 2 MB each) added to the PDF.
  • Mark as paid, Mark as Closed and Archived. See Payments and statuses.

Preview

Preview shows the PDF exactly as your client gets it, as you type. From there, print it, save it, or change its look with Customize. See PDF, printing and receipts.

Duplicate, delete

The ⋮ menu of an invoice duplicates it, with the next number and today's date and rate, or deletes it. To keep an invoice but hide it, archive it instead.

Saved as sent

An invoice keeps a copy of its business, client, currency and rate, banks and wallets, items, style and layout as they were when you saved it. Change a client's address or an item's price later, and invoices already sent stay exactly as they were.