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Invoices, statements, and getting paid

Bill customers, print or send statements, charge interest on late balances, and watch who still owes you — from the Invoices tab.

1. Open the Invoices tabIn Books & Payroll, go to Invoices ("Invoices · accounts receivable"). Two tiles up top show Outstanding (total unpaid) and Overdue, above the invoice list.
2. Create an invoiceClick "+ New invoice." Invoice # is pre-filled with the next number; fill in Customer, Issue date, and Due date. Under Line items, click "+ line" for each item — description, quantity, price — and the Total updates as you go. Save invoice.
3. Print or PDF itClick "view" next to any invoice for a clean printable copy in a new tab — Print → Save as PDF to email it yourself or hand it over.
4. Mark it sentA new invoice starts as a draft. Click "send" to move it to sent status — that's what makes it count toward Outstanding. (It changes the status; it doesn't email anything by itself.)
5. Mark it paidWhen the customer pays, click "mark paid" — it leaves your outstanding balance and the printed invoice shows a paid badge and date.
6. Customer statementsScroll to "Statements & A-R interest." Every customer with a balance is listed; click "print" for a statement of all their open invoices with an aging breakdown (Current, 1–30, 31–60, 61–90, 90+).
7. Email or text statements (optional)Open "Delivery setup" under the statements table and enter your own provider credentials (an email API key and from-address, and/or Twilio for texts), then "Save providers." Once configured, "email" / "text" links appear next to each customer.
8. Interest on late balances (optional)Set a Grace period (days) and Interest (% / month) and Save. An "apply interest" link then appears next to customers past the grace period — clicking it posts the finance charge as a new invoice.
9. Delete an invoiceClick "delete" next to it and confirm — it's removed entirely.