Invoices

The invoices area covers quotes, invoices and credit notes. They link to the same clients and bookings as the rest of the application.

Senders#

The foundation is the sender (Settings → Invoice senders) with company details, bank account, default tax rate, invoice design and number ranges. One account can run several senders, for example for separate brands or members who bill separately.

Quotes & invoices#

• Created from the booking: the booking's line items carry over; a quote can be converted into an invoice. Deposit and final invoices are settled against each other.
• Numbering: invoices, quotes and credit notes each have their own number range per sender; the invoice range is sequential and gapless. Issued invoices are immutable; corrections go through credit notes or cancellation.
• Delivery and payment: every issued invoice has a PDF and a public link. Payments — including partial payments — are recorded on the invoice; early-payment discounts and rebates are supported.

Plan-dependent: the number of invoices is limited depending on the plan. The invoice API for importing from external systems is a separate plan feature.

Shared and per-member invoices#

By default all members of an account share the same invoices: everyone sees and edits the same senders and invoices.

For accounts where several people bill independently, per-member invoices can be enabled (Settings → Invoice sharing). The following rules apply:

• Each member keeps their own senders and invoices. Other members have no access by default.
• Access is granted explicitly per colleague — separately for read, create, edit and delete. Without a grant there is no access; this applies to account owners too.
• The sender determines ownership: an invoice belongs to the person its sender is assigned to.
• When you enable it, the previously shared senders and invoices are assigned to the account owner, who can then share them selectively.
• Personal tax settings (small-business scheme, default tax rate) can be set per member (Settings → Tax & currency).

Plan-dependent: per-member invoices are a Pro feature and must additionally be enabled by the account owner.

Plan dependency at a glance#