Invoices

Invoices give you proper billing for client work -- itemized line items, tax, due dates, your business details on top, and a PDF the client can keep. Save your clients once and reuse them, set defaults for due days and footer notes, and let clients pay online with a click.

Where to find invoices

Open Operations -> Invoices in the sidebar.

The list shows every invoice with the invoice number, client, amount, status, due date, and issue date. Use the search box and Filters button to narrow by status (draft, sent, paid, overdue, cancelled).

Two more buttons in the top right take you to:

• Clients -- your saved client directory
• Settings -- your business details that appear on every invoice

Creating an invoice

1. Click Create.
2. If you have saved clients, pick one from the Client dropdown to autofill name, email, company, and address. Otherwise type a new client in.
3. Fill in Client name and Client email (required). Add Company and Address if relevant.
4. Add line items: each row needs a description, a quantity, and a unit price. The amount column auto-calculates.
5. Click Add item to add more lines, or the trash icon to remove one (the last line is locked since you need at least one).
6. Optionally set a tax rate (a percent from 0 to 100). The summary card shows the live subtotal, tax amount, and total.
7. Set a due date if you have one.
8. Add notes that should appear on the invoice (payment instructions, project reference, thanks).
9. Click Create. The invoice is saved as a draft.

The invoice detail page

Click any invoice from the list to open it. You'll see:

• The invoice number and client name in the page header
• An Invoice Details card with status, number, issue date, due date, and paid timestamp
• A Client card with name, email, company, and address
• Line Items with the breakdown -- subtotal, tax (if any), and total
• Notes if you added any

The action bar gives you, depending on status:

• Edit -- only available while the invoice is a draft
• Send -- email the invoice to the client. Once sent, status flips to sent.
• Mark as paid -- record payment manually (e.g. paid by bank transfer). Status flips to paid.
• Cancel -- void the invoice
• Download PDF -- always available; downloads a PDF named with the invoice number

Sending an invoice

Click Send from the list dropdown or the detail page action bar. The client receives an email with the invoice attached and a link to pay online via your connected payment account. The status flips to sent.

You can re-send any time -- "Send" stays available for both draft and sent invoices.

Marking as paid

If a client pays you outside TribeNest (bank transfer, cash, another platform), open the invoice and click Mark as paid. The status changes to paid and the Paid At timestamp is recorded. Online payments via the invoice link mark themselves paid automatically.

Cancelling

Click Cancel to void an invoice. The status flips to cancelled and the invoice can no longer be paid or marked paid.

Clients

Click Clients from the invoices toolbar to manage your saved client directory.

For each client you can save:

• Name (required)
• Email (required)
• Company, Address, Phone, and Notes (optional)

1. Click Create client to add a new one.
2. Use the search box to find clients by name or email.
3. Click the More menu on a row to Edit or Delete a client.

Saved clients show up in the dropdown when you create a new invoice, autofilling all the fields.

Settings

Click Settings from the invoices toolbar to set the defaults that appear on every invoice you send:

• Business name
• Address
• Email and Phone
• Tax ID (e.g. VAT number, EIN)
• Logo URL -- a link to your logo image; it appears on the PDF
• Default notes -- footer text added to every new invoice (payment terms, thank-you message)
• Default due days -- the number of days from issue date used to suggest a due date when creating a new invoice (1 to 365, default 30)

Save when you're done.

Invoices vs. payment links vs. one-click checkout

• Use invoices for itemized billing -- client work, B2B, anything with multiple lines or tax.
• Use payment links for a single ad hoc charge with no items.
• Use one-click checkout for shareable links to real products, events, courses, or coaching.

Related

• Payment setup -- connect a payment account so clients can pay invoices online
• Contacts -- invoice clients show up here too with the invoice source