Invoices
The Invoices page gives you a complete view of all invoices across your practice. Track what's been paid, what's outstanding, and manage your billing workflow from one place.
What You'll See
- Invoice list with client name, date, amount, and payment status
- Status filters to view draft, sent, paid, or overdue invoices
- Search to quickly find invoices by client name or invoice number
Invoice Statuses
- Draft -- Created but not yet sent to the client
- Sent -- Delivered to the client and awaiting payment
- Paid -- Payment has been received and recorded
- Overdue -- Past the due date without payment
Key Actions
- Click any invoice to view its full details and line items
- Use Create Invoice to generate a new invoice
- Send invoices directly to clients via email
- Record payments when you receive them
Tips
- Review your outstanding invoices regularly to follow up on overdue payments
- Use the date range filter to view invoices for a specific period
- Invoices are automatically numbered sequentially for easy reference
- You can duplicate an existing invoice to quickly bill for recurring services