The Invoices section allows you to create, edit, send, and monitor invoices for your clients — all in one place.

From this module, you can:

• Generate professional invoices
• Edit invoices inline with real-time preview
• Track payment status and history
• Manage drafts, sent, and paid invoices
• Add and edit payments
• Create and manage credit notes
• Export, resend, cancel, or delete invoices

📂 Invoice Management Dashboard

The invoice dashboard displays all your invoices in a structured, sortable table.

Table Columns

🏷️ Status Color Indicators

• ⚪ Draft – Not finalized
• 🟠 Not Sent – Saved but not yet sent
• 🔵 Sent – Sent to client
• 🟡 Partially Paid – Partial payment received
• 🟢 Paid – Fully paid
• 🟣 Overdue – Past due date without full payment
• 🔴 Cancelled – Cancelled invoice

🔎 Invoice Filters

The Invoices page includes a powerful filtering system that allows you to quickly find and narrow down invoices based on multiple criteria.

Click the Filter button at the top-left of the invoice list to open the filter panel.

Available Filters

You can filter invoices using the following fields:

Each filter can be used independently or combined with others for more precise results.

Search Bar

At the top of the filter panel, a search input allows you to quickly locate invoices by:

• Invoice number
• Client name

Results update instantly as you type.

Sorting & Table Interaction

In addition to filters:

• Table columns support sorting (ascending / descending)
• Filters apply instantly without page reload
• Exported data respects active filters and sorting

This filtering system makes it easy to manage large volumes of invoices while keeping full control over visibility and reporting accuracy.

🔍 Invoice Detail Page

Click on an Invoice No (first column) to open the invoice detail page.

Available Sections

📄 Invoice Details

• Client
• Invoice date
• Due date
• Payment date (if paid)

🕒 Activity Timeline

Tracks all events:

• Invoice created
• Invoice sent
• Payment received
• Credit notes created

💳 Payments (Detail Page)

Add Payment

Payments can be added only if the invoice is Sent or Partially Paid

Click ➕ to add a payment:

• Amount
• Date
• Method (bank transfer, cash, card, etc.)

Edit / Delete Payment

If the invoice is Paid, payments can still be edited or deleted.

Invoice status updates automatically:

• Partial payment → Partially Paid
• Full payment → Paid

🧾 Credit Notes

Credit notes can be created:

• From the invoice actions menu
• From the invoice detail page

Each credit note shows:

• Reference number
• Status (Draft / Sent / Paid)
• Amount
• Date

➕ Creating a New Invoice (Inline Editor)

Click ➕ Create Invoice (top-right).

✨ Inline Invoice Editor

There is no separate form — the invoice itself is the editor.

🧾 Invoice Header (Inline)

🧮 Line Items (Inline)

Click ➕ Add Line Item directly inside the invoice.

Each line supports:

• Item name & description
• Quantity
• Unit price
• Discount
• Tax rate
• Amount (auto-calculated)

Totals and taxes update in real time.

📝 Additional Texts

Editable directly in the invoice:

⚙️ Right Panel Settings

The right panel controls invoice configuration.

Available Options

• Currency
• Show items with tax
• Linked estimate
• Bank account
• Swiss QR Bill
• Preview mode
• Invoice model
• Primary color

🏦 Bank Account Creation

If no bank account exists, you can create one without leaving the invoice.

💾 Saving & Actions

Actions are available:

• From the invoice editor
• From the invoice list
• From the detail page

💌 Sending Invoices via Email

Send Directly from BillingNow

Click Save and Send or Send.

The email content is fully editable.

Example Email

Subject: Invoice INV-7

Dear Mrs Claire Faure,

Please find attached your invoice INV-7.

Thank you for your business.

Best regards,
Cappsule

After Sending

• Status changes to 🔵 Sent
• Timestamp is recorded
• PDF is attached automatically
• Invoice can be resent anytime

💡 Best Practices

✅ Summary

This documentation reflects the latest BillingNow invoice system, including:

• Inline invoice editor
• Invoice detail page
• Activity timeline
• Payments & credit notes
• Updated actions menus
• Email sending workflow