Invoicing and payments
Drafting an invoice
An invoice starts as a draft addressed to a contact or company, with one or more line items. Drafts can be edited freely; nothing is recorded in the ledger until the invoice is sent.
Sending
Sending issues the invoice: it gets its number, its totals and tax are frozen, a PDF is generated, and the email goes to the customer. Issued invoices cannot be edited — void and re-issue instead.
Payments, refunds and write-offs
Record a payment against an issued invoice as money arrives; partial payments are fine. A refund reverses money already received; a write-off closes an amount you will not collect. Each of these is a ledger entry you can see on the invoice.