Invoices

Invoices are bills sent to clients for delivered work, time, expenses, products, or agreed charges.

Navigation

Open Billing > Invoices from the main sidebar, or go to /invoices.

What an Invoice Contains

An invoice can include:

• Invoice number.
• Account/client.
• Billing contact.
• Issue date.
• Due date.
• Line items.
• Taxes.
• Status.
• Payments.
• Credit notes.
• Approval state.

Invoice Fields

For exact required fields, accepted values, relationships, and Copilot action validation, see Invoices Field Reference.

Field	Meaning
Invoice number	Human-readable invoice identifier, such as INV 0006.
Account	Customer being billed.
Recipient	Contact who receives invoice communication.
Due date	Date payment is expected.
Status	Draft, pending approval, approved, sent, paid, overdue, void, or similar.
Total	Invoice amount after taxes, discounts, credits, and adjustments.

Common Invoice Statuses

Status names may vary by workspace, but common invoice states include:

• Draft.
• Pending approval.
• Approved.
• Sent.
• Paid.
• Overdue.
• Voided or written off.

Communication Rules

• Invoice reminders should use the invoice recipient or another contact on the customer account.
• Reminders should include invoice number, due date, balance, and payment instructions when available.
• Copilot should not claim that a reminder was sent until the action is confirmed.

Common Workflows

Create an Invoice

1. Open Invoices.
2. Create a new invoice.
3. Select the account and billing contact.
4. Add line items or pull eligible time/expenses.
5. Review totals, taxes, and due date.
6. Save or submit for approval.

Send an Invoice Reminder

1. Open the invoice.
2. Confirm the billing contact.
3. Review due date and outstanding amount.
4. Send the reminder.

Approve an Invoice

Invoice approval supports:

• Approve.
• Return to draft.

Invoice approval does not support reject. If an invoice needs changes, return it to draft.

AI Copilot Tips

Try asking:

• "Send invoice reminder for INV 0006."
• "Which invoices are overdue?"
• "Summarize outstanding invoices for this customer."
• "Approve this invoice approval."

Related Docs

• Accounts and Contacts
• Invoices Field Reference
• Credit Notes
• Approvals