Invoices

Create professional invoices, track receivables, and record payments across all channels.

---

Creating an Invoice

1. Navigate to Invoices → New Invoice.
2. Select a Customer from your contacts list. If the customer doesn't exist yet, add them under Contacts → New Contact first.
3. Set the Invoice Date and optional Due Date. The due date is used to flag overdue invoices on your dashboard.
4. Add line items — choose from your saved inventory items or enter a custom description, quantity, and rate.
5. Apply a Tax or Discount if required.
6. Click Save Invoice. The invoice is assigned a sequential invoice number automatically.

Invoice Statuses

Status	Meaning
Unpaid	No payment has been recorded yet. Balance equals full invoice amount.
Partial	One or more partial payments have been recorded. A remaining balance is outstanding.
Paid	Invoice fully settled. No further payments can be recorded.
Cancelled	Invoice was voided. Excluded from receivables and reports.

Recording a Cash / Offline Payment

1. Open the invoice (Invoices → view the invoice).
2. Click Record Payment (the cash / offline payment button).
3. Enter the Amount, Payment Date, Payment Mode (Cash, Cheque, Bank Transfer, etc.), and an optional reference or notes.
4. Click Save. The invoice balance updates immediately.

You can record multiple partial payments against a single invoice. Each payment appears in the payment history timeline on the invoice detail page.

Receiving Online Payments

EasyBill supports online payment collection via Stripe, Paystack, and Flutterwave. To accept online payments:

1. Configure at least one gateway under Settings → Payment Gateways. See Online Payments for setup instructions.
2. On an open invoice, click Accept Online Payment.
3. Select the gateway, confirm the amount, and send the customer a payment link or collect payment in person.

Sending Invoices by Email

From any invoice detail page, click the Email Invoice button. EasyBill will:

• Generate a secure, shareable payment link for the invoice.
• Send the customer a branded email with a link to view/download the invoice PDF and a prominent Pay Now button.

You can optionally add a personal message that appears in the email body.

Partial Payments

EasyBill fully supports partial payments. Each time a payment is recorded (offline or online), the invoice balance is reduced by that amount. The invoice status transitions: Unpaid → Partial → Paid automatically. All payment history is visible in a timeline on the invoice detail page.

Printing & PDF

Use the Print or Download PDF buttons on any invoice to generate a print-ready or shareable PDF version.