Invoices
Invoices Overview
Last Updated: 9 November 2026A tour of the Invoices page: status totals, the invoice list, the preview panel and the buttons you will use most.
Add New Invoice | Create Invoice
Last Updated: 9 November 2026Create an invoice: choose the customer and vehicle, add labour and parts, set the dates and save it or keep it as a draft.
Draft Invoices and Finalize Invoice
Last Updated: 9 November 2026Save an invoice as a draft while you're working on it, then finalize it to give it an invoice number and make it Unpaid.
Edit Invoice
Last Updated: 9 November 2026Change an invoice’s customer, vehicle, dates, items or settings, then save.
Send Invoice to Customer
Last Updated: 9 November 2026Email an invoice to the customer with its PDF and, if you like, their statement.
Print Invoice | View or Download Invoice PDF
Last Updated: 9 November 2026Print an invoice, open or download it as a PDF, or see it the way your customer does.
Record Invoice Payment
Last Updated: 9 November 2026Record a full or part payment against an invoice, see its payments, and print or delete a payment receipt.
Batch Payments for Invoices
Last Updated: 9 November 2026Record payments for several invoices in one go, for example when a business customer pays a batch of invoices together.
Accept Online Payments for Invoices
Last Updated: 9 November 2026Let customers pay invoices online by card and other methods, choose which payment methods each invoice allows, and allow part payments.
Invoice Status Explained
Last Updated: 9 November 2026What Draft, Unpaid, Partially Paid, Paid, Overdue and Cancelled mean.
Change, Update Invoice Status
Last Updated: 9 November 2026How an invoice moves between Draft, Unpaid, Partially Paid, Paid and Cancelled.
Pause Overdue Reminders for an Invoice
Last Updated: 9 November 2026Stop automatic overdue reminders for one invoice, for example while you agree a payment plan, and resume them later.
Create Recurring Invoice
Last Updated: 9 November 2026Make an invoice repeat every month, every few months or on your own schedule, and see all your recurring invoices.
Search for Invoice
Last Updated: 9 November 2026Find an invoice by number, customer or vehicle with the search bar, the Invoices list or filters.
Reorder Items on Invoice
Last Updated: 9 November 2026Change the order of the lines on an invoice by dragging them.
Cancel Invoice
Last Updated: 9 November 2026Cancel an invoice that is no longer due, and undo it if you need to.
Delete Invoice
Last Updated: 9 November 2026Permanently delete an invoice. Payments must be deleted first.