Issue Your First Invoice

In Floatless, invoicing is a two-step process designed to ensure accuracy:

  1. Create an Order: Define what you are selling and to whom.
  2. Generate Invoice: Convert that order into a formal billing document.

Step-by-Step Guide

Create an Order

Navigate to Orders and click + New Order.

  • Customer: Select the customer you Added in the previous step.
  • Products: Add the items to bill. The prices will automatically populate based on your Product settings.
    💡

    Tip: You can add a "Title" to your order (e.g., "Q1 Consulting Services") to make it easier to find later.

    Generate Draft Invoice

    Once the order is saved, click Generate Invoice. This creates a Draft invoice.

    • Review: Check the tax calculations, due date, and line items.
    • Edit: Since it is still a draft, you can make changes or add notes without the customer seeing it.

    Finalize and Send

    When you are ready, click Post Invoice.

    • Status Change: The invoice moves from Draft to Posted.
    • Email: The customer automatically receives an email with a secure link to pay online. ![Screenshot: An invoice in 'Posted' status showing the 'Send Email' button]

Understanding Invoice Status

Status Meaning Action Needed
Draft A work-in-progress. Not visible to the customer. Review and click "Post" when ready.
Posted Finalized and sent. The customer owes this amount. Wait for payment.
Paid Payment received (via Auto-Pay or manual entry). No action needed. Revenue is recognized.
Past Due The Due Date has passed without payment. Follow up with the customer.

What's Next?

Congratulations! You have completed the core setup of your billing infrastructure.

  • Account Created ✅
  • KYB Verified ✅
  • Products Defined ✅
  • Customer Added ✅
  • Invoice Sent ✅ You are now officially running your business on Floatless!
PreviousAdd a customerNextProducts