Articles tagged invoices

Closing, reversing, and reactivating invoices
Updated 1 hour ago

Closing locks an invoice as final. Reversing undoes it — either by cancelling it outright or by issuing a credit note. Suprata picks which one applies, and asks separately what should happen to any money already paid.

Creating an invoice — where and how
Updated 1 hour ago

Suprata creates invoices in five different ways, and which path you use changes what gets pre-populated and what you have to fill in. Here's the full picture, with the trade-offs of each.

Customizing the invoice email template
Updated 1 hour ago

The default invoice email reads like a system notification. A 15-minute customization turns it into something customers actually open and act on. Here's how, plus the variables you can use.

Estimates vs. invoices — when to use which
Updated 16 seconds ago

Estimates and invoices look similar but behave very differently — one is a price you're proposing, the other is a bill you're collecting on. Here's when to use each.

Sending an invoice to a customer
Updated 1 hour ago

Sending an invoice is mechanically a single click, but the choices around theme, terms, and delivery method shape whether the customer pays quickly or you spend a week chasing. Here's the full pattern.

The visual estimate builder — big buttons instead of a long list
Updated 1 hour ago

Build estimates and invoices on a tablet by tapping picture tiles for your categories and items, instead of searching a long dropdown. Turn it on per type of work.