# Invoicing Create invoices, generate PDFs, track payments, and manage accounts receivable. Generate from quotes automatically or create manually. ## Creating Invoices From project: **Invoices** tab → **"New Invoice"** From dashboard: **Invoicing** → **"New Invoice"** → Select project **Invoice Number:** Unique identifier (e.g., INV-001, 2024-001). **Date:** Invoice date. Due date defaults to 30 days. **Project:** Links to customer info and billing address. **Tax Toggle:** Enable to apply company tax rate (set in settings). Disable for tax-exempt. **Note:** Optional message (payment instructions, terms, thank you). ## Line Items **Manual Entry:** Click **"Add Item"** → Enter name, price, quantity. **From Quote:** Click **"Generate from Quote"** to auto-populate panels, inverters, equipment, and installation costs. **Fields:** - **Name:** Product/service description - **Price:** Per-unit cost - **Quantity:** Number of units - **Total:** Price × Quantity (auto-calculated) - **Order Number:** Display sequence (can reorder) Edit or delete items anytime. Totals update automatically. ## Generating from Quotes Click **"Generate from Quote"** to auto-populate line items: panels, inverters, equipment, installation cost, plus auto-calculated items (cable, racking). Review and adjust as needed. ## Payment Tracking **Unpaid (default):** Outstanding. Red indicator. **Paid:** Check "Paid" toggle. Green indicator. Creates system note. **Partial Payments:** Enter amount received. Shows on PDF. Remains "unpaid" until fully paid. Update amount as more payments received. ## Invoice PDF Click **"View PDF"** to generate. Includes: - Company branding and logo - Invoice number, date, due date, payment status - Billing info (your company and customer) - Itemized table (name, price, quantity, total) - Subtotal, tax, and total - Payment terms and contact details Download or print from browser. ## Email Invoices Click **"Send Invoice"** → Customize subject and body → **"Send"**. Email includes PDF attachment with your branding. Status marked "Sent" and system note created. ## Invoice Management Filter by status (paid/unpaid), date, or amount. Sort by date, total, invoice number, or project. Search by project, customer, or invoice number. ## Analytics View total invoices, total value, paid vs unpaid, outstanding balance. Filter by date range. ## Best Practices Verify customer details and pricing. Send promptly after installation. Track due dates and follow up professionally. Maintain consistent numbering and records for tax compliance. ## Project Integration Invoices appear in project **Invoices** tab. System automatically logs invoice created, sent, payment status changes, and partial payments. ## Troubleshooting **Can't create?** Check project exists, unique invoice number, and required fields. **Tax not calculating?** Verify tax toggle enabled and company tax rate set. **PDF won't generate?** Ensure invoice saved and all fields complete. **Email not sending?** Verify customer email and invoice saved. --- **Related:** [[CRM/Overview|CRM]] | [[Fleet Management/Overview|Projects & Fleet]] | [[Equipment/Equipment|Equipment]]