Invoice Management
All
Draft
Pending
Paid
Overdue
Transferred
Void
Due Date
Issue Date
Amount
Client
Status
Desc
Recurring
New Invoice
Loading invoices...
Create New Invoice
Existing Client
New Client
Client/Company Name*
Contact Name
Contact Email
Hourly Rate (£)
Address
Issue Date*
Due Date*
Status
Draft
Pending
Paid
Overdue
Void
Reminder Date
Line Items
Description
Quantity
Unit Price
£0.00
Add Line Item
Subtotal: £0.00
VAT (20%): £0.00
Total: £0.00
Notes / Payment Instructions
Cancel
Create Invoice
Create Recurring Schedule
Existing Client
New Client
Client/Company Name*
Contact Name
Contact Email
Hourly Rate (£)
Address
Status*
Draft
Pending
Interval*
Weekly
Monthly
Quarterly
Yearly
Payment Terms (Days)*
Start Date*
End Date (Optional)
How Recurring Invoices Work:
A recurring schedule is a
template
. Actual invoices are generated from this template.
To automatically generate and send invoices, the template's status must be set to
Pending
. 'Draft' templates will not auto-generate.
If the
Start Date
is today (or in the past):
If template status is
Pending
: An initial email (based on this template) may be sent when you save. The first
actual
invoice record is then created and sent by the automated system on its next scheduled run (e.g., daily).
If template status is
Draft
: An initial email (based on draft data) may be sent when you save. No actual invoices will be automatically generated unless you later change the template's status to 'Pending'.
For future Start Dates, the first invoice will be generated on that Start Date if the template is 'Pending'.
Line Items
Description
Quantity
Unit Price
£0.00
Add Line Item
Subtotal per Invoice: £0.00
VAT (20%) per Invoice: £0.00
Total per Invoice: £0.00
Notes
Cancel
Create Recurring Schedule
Confirm Transfer to Collections
Scheduled Jobs