Invoices Overview

Invoices is the ledger view of your billing. See what's been paid, what's outstanding, and what's overdue from one place.

What's on the page

• A list of invoices with client name, date, amount, and status.
• Status filters: draft, sent, paid, overdue, void.
• Search by client name or invoice number.
• A date range filter.

Statuses

• Draft. Created but not yet sent to the client.
• Sent. Delivered and awaiting payment.
• Paid. Payment received and recorded.
• Overdue. Past the due date without payment.
• Void. Cancelled or written off.

Day-to-day

• Click any invoice to view its full details and line items.
• Use Create Invoice to generate a new one. See Create an Invoice.
• Send invoices to clients by email directly from the invoice detail panel.
• Record manual payments when you receive them outside Stripe.

Auto-invoicing

You can configure a service to auto-generate an invoice when an appointment is created. Useful for practices that want billing to happen on the schedule the appointment lands. Set this per-service from the Services editor.

Reminders

Unpaid invoices can trigger automatic follow-up emails on a schedule you set. Configure the schedule from invoice settings (Solo and above).

Tips

• The dashboard's todo card surfaces overdue invoices that need a nudge.
• Invoice numbers are sequential by default; you can change the prefix in Settings → Billing.
• Use the date range filter at month-end to reconcile against your accounting.