Billing

Manage invoicing and billing for services rendered.

Module Navigation

The Billing module header displays the title "Billing" and a permission-gated Create New Invoice button. Below the header, four tabs provide access to the module's areas:

Tab	Description	Capability-Gated
Dashboard	High-level billing performance widget	No
Invoices	Track and manage all invoices	Yes
Invoice Templates	Configure reusable invoice templates	Yes
Custom Fields	Extend invoice data with custom attributes	Yes

Tabs marked as capability-gated are only visible when the corresponding capability is enabled for the Billing module in your workspace.

Creating an Invoice

1. Go to Billing
2. Click Create New Invoice (navigates to a dedicated wizard page)
3. Complete the 4-step wizard: Invoice Details → Invoice Items → Review → Complete
4. On the Complete step, download your invoice and optionally mark it as sent

Invoice Statuses

Status	Meaning
Draft	Being prepared, not yet sent
Sent	Marked as sent to recipient
Paid	Payment received (full or partial)
Cancelled	Invoice cancelled
Disputed	Invoice is under dispute
Closed	Invoice closed

Getting Help

Ready to create invoices and manage billing?

→ See Creating Invoices for the complete guide
→ See Invoice Templates for template management