Invoices

Invoices are the heart of Invo. Create professional invoices, track their status, record partial payments, and generate PDFs — all from one place.

Creating an invoice

1. 1

   Open the invoice form

   Click Invoices in the sidebar, then New Invoice (or the + button).

2. 2

   Select a customer

   Choose an existing customer or add a new one inline. Customer details auto-fill on the invoice.

3. 3

   Add line items

   Pick products from your inventory or enter items manually. Set quantity, unit price, and tax if applicable.

4. 4

   Set dates and notes

   Choose the invoice date, due date, and add any notes or terms for your customer.

5. 5

   Save

   Save as Draft to finish later, or mark as Sent when you're ready to deliver it.

Invoice statuses

• Draft — still being prepared, not yet sent to the customer
• Sent — delivered to the customer, awaiting payment
• Partial — customer has paid part of the total amount
• Paid — fully paid
• Overdue — past the due date and still unpaid
• Cancelled — voided and no longer active

Recording payments

When a customer pays, open the invoice and record the payment amount. Invo supports partial payments — record what was received and the remaining balance updates automatically. When fully paid, the status changes to Paid.

Downloading and sharing

Every invoice can be downloaded as a PDF. If your customer has a phone number or email on file, you can share directly via WhatsApp or email from the invoice details view.