Creating, sending, and managing invoices, payments, and credit notes
6 articles
The Invoice List
How to browse, search, filter, and manage invoices from the main invoices page
Updated 21 March 2026
Creating Invoices
How to create a new invoice with line items, tax settings, and payment terms
Sending Invoices
How to mark a draft invoice as sent and set a due date
Recording Payments
How to record full or partial payments against an invoice
Credit Notes
How to create and issue credit notes against existing invoices
Voiding Invoices
How to void an invoice or credit note so it can no longer be edited or paid