Involets does not email invoices or take payments. You send the PDF from your own email, and record what happened.
Download the PDF
In Invoices, open the ⋯ menu on the invoice and choose Download PDF, or press Export PDF while you are looking at it. The file is named after the invoice number.
Mark it sent
Once it has gone to your client, choose Mark as sent. From then on Involets watches the due date. When a sent invoice passes it, the invoice shows as overdue with the number of days late, and the Overview and Invoices windows point it out.
Mark it paid
When the money arrives, choose Mark as paid. A PDF downloaded after that says it was paid, and on which day.
Made a mistake?
- Unmark sent turns a sent invoice back into a draft.
- Mark as unpaid undoes a payment.
Create an invoice
Bill tracked hours or part of a fixed price, add tax, and review.
Invoice numbers, due dates and tax
Set your number prefix, the next number, payment terms, tax and footer.