Invoices

Create, send, and manage tax invoices for your Australian business. Track payment status, send statements, and handle credit notes - all with GST-compliant formatting.

What you can do

• Create professional invoices: Build invoices from scratch or convert from accepted quotes
• Send and track: Email invoices directly to clients and track when they view them
• Monitor payments: See outstanding amounts, overdue invoices, and payment status at a glance
• Generate statements: Send account summaries to clients with multiple outstanding invoices
• Handle adjustments: Create credit notes for refunds or invoice corrections
• Stay compliant: Automatic GST calculations and ABN display on all invoices

The invoice workflow

From quote to invoice

When a client accepts a quote, convert it to an invoice with a single click. All line items, pricing, and client details carry over automatically.

Direct invoice creation

Create invoices independently of quotes for:

• Recurring billing (retainers, subscriptions)
• One-off services
• Product sales
• Progress billing for long projects

Payment collection

• Email invoices with payment links
• Track when clients view invoices
• Record payments manually or via integrated payment processing
• Send payment reminders for overdue accounts

Invoice statuses

Subcategory guides

Detailed documentation for each section of the Invoices module:

Core workflow

• Invoices Tab - Manage your invoice list, track payment status, and filter by state
• Invoice Editor - Build detailed invoices with line items, GST calculations, and payment terms

Client management

• Statements - Generate and send account statements to clients with outstanding balances
• Clients - Manage client details, contacts, and client-specific payment terms

Configuration and setup

• Items - Create reusable products and services for faster invoicing
• Presets - Build item groups and invoice templates for recurring billing
• Payment Terms - Define due dates, deposit requirements, and payment conditions
• Credit Notes - Issue refunds and adjust existing invoices
• Invoice Settings - Configure numbering, tax display, and automation rules

Communication

• Emails - Customize invoice email templates and payment reminders

Quick start: Creating your first invoice

1. Go to Invoices > Invoices
2. Click New Invoice and select Blank Invoice
3. Select the client from the “For” dropdown
4. Add line items for products or services
5. Review GST calculations and totals
6. Click Save Invoice to create a draft
7. Click Send Invoice to email to the client

AU-specific features

• GST compliance: Automatic 10% GST calculation with tax codes (GST, GST-FREE, EXEMPT, INPUT)
• ABN display: Your Australian Business Number appears on all invoices
• Tax invoice format: Meets Australian Tax Office requirements
• BAS reporting: Invoice data feeds into GST and business activity statements
• Payment methods: Configure BSB/account details for bank transfers

Integration with other modules

• Quotes: Convert accepted quotes directly to invoices
• Bank: Reconcile invoice payments against bank transactions
• Reports: Invoice data feeds into revenue and aging reports
• Tax: GST from invoices supports BAS lodgment

Best practices

Timely invoicing

• Invoice immediately after work completion or on agreed schedule
• Don’t delay - prompt invoicing leads to faster payment
• Use recurring invoices for regular retainers

Clear communication

• Include clear descriptions of work performed
• Reference purchase order numbers if provided
• Set clear payment terms upfront

Follow-up

• Monitor overdue invoices weekly
• Send statements for clients with multiple outstanding invoices
• Use polite but firm language in payment reminders

Record keeping

• Keep all invoices (even voided ones) for tax purposes
• Store supporting documentation with invoices
• Reconcile regularly against bank statements

Related modules

• Quotes - Create proposals that convert to invoices
• Bank - Reconcile invoice payments
• Reports - Analyze revenue and outstanding invoices
• Tax - GST reporting and BAS preparation