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Documentation ยท Invoice

How To Manage Invoices And Estimates

What this does

This guide explains the main Invoices and Estimates list pages in Invoice.

Use these pages to search, review, open, and send billing documents.

Before you start

  • Your shared customer, account, and service structure should already be in good shape.
  • If documents are being created from Booking, the Booking-side work context should already be correct.
  • If the customer or account records are managed in CRM, they should already be accurate there.

Steps

  1. Open Invoice.
  2. Go to Invoices or Estimates.
  3. Use the filters to narrow the list by:
  • Search
  • Status
  • Display Archived
  1. Click Search to load the filtered list.
  2. Open any document from the list when you need its detail view.
  3. Use the inline send action when the document is ready to send.
  4. Use New Invoice or New Estimate when you need to create a new document.

Why this matters across the suite

This is the main working surface for billing.

If the document list is hard to manage, the team loses the thread between operational work, customer communication, and actual billing follow-through.

It also becomes harder to tell whether the billing record still matches the Booking-side work and the CRM-side customer context it is supposed to follow.

Common mistakes

  • Searching without checking whether archived documents are being included.
  • Treating invoices and estimates as the same workflow when their statuses and next steps differ.

What to do next

Open the document itself when you need to create, edit, convert, duplicate, void, or send it.

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