Invoices and credit notes

Create and send an invoice

Press New invoice in the top bar. Choose a client, or type a name for a one-off, and add lines with a description and a price.

• Send invoice saves it and emails the PDF to the address you give, with a link to the client portal.
• Save draft keeps it for later. A draft can still be edited, marked as sent if you delivered it yourself, or deleted.

The Free plan includes 3 invoices a month and Basic 50; Pro and Ultra have no monthly limit.

Record what you are paid

On the invoice, Receive payment records money that arrived: the amount, date, method and reference. The status follows the balance, so an invoice shows as paid once nothing is left owing. Prefer your own mailbox? Download PDF and attach it; Email via DDM Flow sends it again from here.

Raised one in error, with nothing received? Cancel invoice takes it out of your books. You give a reason, the number stays in your sequence marked cancelled, and your client is not emailed. Only a draft can be deleted.

Give money back with a credit note

When a client is owed money (a return, a pricing correction, work not delivered), raise a credit note rather than changing a sent invoice. Credit notes are on Basic, Pro and Ultra.

1. Create. On the invoice press Issue credit note, or use Sales → Credit notes → New credit note. Choose the client, the invoice it is against, a reason and the lines. Its VAT treatment follows the original invoice.
2. Issue. Issuing gives it the next credit-note number and today's date. A draft has no number yet, so deleting one leaves no gap in your sequence. Once issued it cannot be edited: to correct one, void it with a reason and raise a new one.
3. Apply. Press Apply and choose which of the client's invoices the credit comes off. This never happens by itself. A credit raised against an invoice that is already paid usually belongs on a different, unpaid one, and you are the one who knows which.

A credit is not a payment. Applying one lowers what the invoice owes and leaves the cash received on it as it was. If you pay the money back instead, record it with Refund on the credit note.