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Invoices

Create, send, follow up, approve, export, and settle invoices with clear lifecycle tracking.

What You Can Do

  • Create from templates, process recurring invoices, and track invoice status changes.
  • Send by email, generate payment links, log reminders, and mark paid.
  • Export PDF/CSV and generate validated e-invoice packages where supported.

Workflow Notes

  • Approval states can block invoice progression depending on role and policy.
  • Credit-note creation is available directly from invoice context.

Related Features