Invoices
An invoice is a request for payment sent to a customer for products or services.
When should I read this?
Read this if you need to understand how invoices are created, how they move through statuses, or how payments are tracked.
What is an invoice?
An invoice contains:
- Customer — who is being billed
- Line items — what they're paying for
- Amounts — subtotal, tax, total
- Due date — when payment is expected
- Status — current state
Invoice lifecycle
Draft → Posted → Paid (or Overdue → Void)
| Status | Description |
|---|---|
draft |
Being prepared, not yet sent |
posted |
Finalized and sent to customer |
paid |
Payment received in full |
partial |
Partial payment received |
overdue |
Past due date, unpaid |
void |
Canceled, no longer valid |
How invoices are generated
Invoices can be created:
- Automatically — from subscriptions at each billing cycle
- Manually — for one-time charges or adjustments
Line items
Each invoice contains one or more line items:
| Field | Description |
|---|---|
| Description | What the charge is for |
| Quantity | Number of units |
| Unit price | Price per unit |
| Amount | Total for this line |
Tax handling
Floatless calculates tax based on:
- Customer billing address
- Tax exempt status
- Product tax category