Estimates and invoices
Invoices and delivery
Invoices bring client data, services, taxes, payment terms, delivery and payment history into one document.
Create an invoice
Choose client, issue and due dates, subject, tax, currency and language. You can create a missing client directly in the editor. A saved draft already receives its invoice number, payment reference and—when Swiss payment details are complete—the QR payment section.
- Logo, sender, currency, tax, payment terms and notes come from invoicing settings. Check the inherited values before delivery.
- The invoice tax rate is the default for every line. Leave the line rate blank to inherit it, or enter another rate—including 0%—for that line. Discounts and tax are rounded once per exact rate group.
- Update client details directly from an invoice or estimate when needed.
- Duplicating creates a new independent draft from an existing invoice.
- Descriptions and notes support basic Markdown: **bold text**, *italic text*, lists using - or 1., and [named links](https://example.com). Pasted web addresses are linked automatically.
PDF, email and client link
Open the public preview, print or download the PDF, copy the secure link, or email selected contacts directly. PDFs and QR payment sections also work for drafts. When you send an invoice or mark it as sent, the client and sender details used at that moment stay with it even if you later change the client or your company details. The invoice remains editable for corrections.
- Delivery messages and document opens appear in the document history.
- A draft follows the current client and workspace sender details. When it is sent or first becomes fully paid, those details are stored on the invoice. Use Edit beside the sender block to correct its stored sender name, address, email, phone, or VAT number. The change does not affect workspace defaults or other documents.
- Client view, PDF and email template follow the invoice language.
Status and balances
An invoice remains a draft until delivery succeeds, then its status becomes Sent. Due dates, payments, and voiding update the status after that. Partial payments reduce the open balance and remain individually visible in history.
- Use Open for outstanding receivables and All invoices to compare invoice amount, payments and remaining balance. The yearly chart shows how they develop over time.
- Only invoice drafts can be deleted.
- Use an invoice as the starting point for a recurring template.