Articles tagged invoices
Closing locks an invoice as final; voiding cancels it as if it never happened. They're not the same and they sync differently to QuickBooks. Here's the lifecycle, when to use each, and the rare case for reactivation.
Suprata creates invoices in four 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.
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 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 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.