Invoices

Everything you need to know about creating, sending, and managing invoices.

Invoices are at the core of Service Invoice Pro. You create an invoice, send it to your customer, and track it through to payment. This section covers every aspect of working with invoices.

Invoice Lifecycle

Every invoice follows a simple three-step lifecycle:

1. Draft — create and edit your invoice until it’s ready
2. Sent — share the invoice with your customer via link or email
3. Paid — record payment when your customer pays

See Invoice Workflow for details on each status and what happens at each stage.

Topics

Invoice List

The Invoices page shows all your invoices in a searchable, filterable list. You can:

• Filter by status — click All, Draft, Sent, or Paid to filter
• Search — search by invoice number, customer name, or job name
• Filter by date — narrow results by issue date or due date range
• Bulk actions — select multiple invoices to mark as paid, mark as sent, or delete

On desktop, invoices display in a table with columns for invoice number, customer, job, mode, issue date, due date, total, and status. On mobile, invoices display as cards.

Related

• Getting Started — set up your account and create your first invoice
• Online Payments — accept credit card and bank transfer payments (Pro)
• Settings — configure invoice defaults, tax rates, and numbering