Invoices
Complete guide to invoice management in SettleWise
Invoices
Learn about invoice management and all available features.
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What are Invoices?
Invoices in SettleWise represent bills sent to customers for services, deposits, or other charges. They track payment status and sync automatically with QuickBooks.
Invoice Statuses
| Status | Description |
|---|---|
| Draft | Created but not sent |
| Sent | Sent to customer, awaiting payment |
| Paid | Fully paid |
| Partial | Partially paid |
| Overdue | Past due date, not fully paid |
| Refunded | Refunded to customer |
| Rolled Over | Converted to credit |
Creating Invoices
Manual Creation
- Navigate to Invoices
- Click Create Invoice
- Fill in customer, amount, and details
- Send or save as draft
Using AI Assistant
Use natural language to create invoices:
"Crear una factura para Juan Pérez por $1,500"
Invoice Features
Payment Tracking
- View payment history
- Record partial payments
- Track remaining balance
- Automatic status updates
Credit Application
- Apply customer credits automatically
- See available credits when creating invoices
- Apply credits oldest-first
QuickBooks Sync
- Automatic synchronization
- Real-time updates
- Bi-directional customer sync
Email Notifications
- Send invoices via email
- Payment confirmations
- Reminder emails
- Receipt generation