> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Invoicing

> Create and send invoices to your clients.

Send professional invoices to your clients for your bookkeeping and accounting services.

## Creating an invoice

<Steps>
  <Step title="Go to invoicing">
    From the firm dashboard, go to **Billing → Invoices** or open a specific client and go to their billing section.
  </Step>

  <Step title="Create new invoice">
    Click **New Invoice**.
  </Step>

  <Step title="Select client">
    Choose the client this invoice is for.
  </Step>

  <Step title="Add line items">
    Add your services:

    * Description
    * Quantity (hours, months, etc.)
    * Rate
    * Amount
  </Step>

  <Step title="Review and send">
    Preview the invoice, then click **Send**.
  </Step>
</Steps>

## Invoice details

Each invoice includes:

| Field          | Description                          |
| -------------- | ------------------------------------ |
| Invoice number | Auto-generated (customizable format) |
| Invoice date   | When invoice is issued               |
| Due date       | Payment due date                     |
| From           | Your firm details                    |
| To             | Client details                       |
| Line items     | Services and amounts                 |
| Subtotal       | Sum of line items                    |
| Tax            | Optional tax amount                  |
| Total          | Amount due                           |
| Notes          | Optional notes or terms              |

## Service templates

Save time with service templates:

### Create a template

1. Go to **Firm Settings → Billing → Service Templates**
2. Click **New Template**
3. Enter:
   * Service name
   * Description
   * Default rate
   * Default quantity

### Using templates

When creating an invoice:

1. Click **Add Service**
2. Select from your templates
3. Adjust quantity if needed

### Common templates

* Monthly bookkeeping
* Quarterly review
* Tax preparation
* Payroll processing
* Consultation (hourly)

## Recurring invoices

Set up invoices that repeat automatically:

<Steps>
  <Step title="Create the invoice">
    Build the invoice as normal.
  </Step>

  <Step title="Make it recurring">
    Click **Make Recurring** before sending.
  </Step>

  <Step title="Set schedule">
    Choose frequency:

    * Weekly
    * Bi-weekly
    * Monthly
    * Quarterly
    * Annually
  </Step>

  <Step title="Set duration">
    Until cancelled or for a specific number of occurrences.
  </Step>

  <Step title="Save">
    Invoices generate and send automatically on schedule.
  </Step>
</Steps>

## Invoice customization

### Branding

Invoices use your firm branding:

* Your logo
* Your colors
* Your contact information

Configure in **Firm Settings → White Label → Branding**.

### Invoice format

Customize the invoice template:

| Element       | Customization          |
| ------------- | ---------------------- |
| Logo position | Top left, center       |
| Color scheme  | Your brand colors      |
| Terms         | Standard payment terms |
| Notes         | Default footer notes   |
| Numbering     | Prefix and format      |

### Payment terms

Set default payment terms:

* Due on receipt
* Net 15
* Net 30
* Net 45
* Net 60
* Custom

Override per invoice if needed.

## Sending invoices

### Email delivery

When you send an invoice:

* Client receives email with PDF attached
* Email includes "Pay Now" button
* Tracks when client views it

### Other delivery

Download PDF to:

* Print and mail
* Attach to other emails
* Upload to client portals

## Receiving payments

### Online payment

Clients click "Pay Now" in the email or portal:

* Enter credit card or bank info
* Payment processes immediately
* Invoice marked as paid

### Record offline payment

If client pays by check or other method:

1. Open the invoice
2. Click **Record Payment**
3. Enter amount and method
4. Invoice marked as paid

### Partial payments

Accept partial payments:

1. Record the partial amount
2. Invoice shows remaining balance
3. Client can pay rest later

## Invoice status

Track each invoice:

| Status  | Meaning                            |
| ------- | ---------------------------------- |
| Draft   | Not yet sent                       |
| Sent    | Delivered to client                |
| Viewed  | Client opened email/viewed invoice |
| Paid    | Payment received                   |
| Partial | Partial payment received           |
| Overdue | Past due date, unpaid              |
| Void    | Cancelled                          |

## Overdue invoices

When invoices are overdue:

### Automatic reminders

Enable reminders in settings:

* First reminder: X days after due date
* Second reminder: X days after first
* Continue until paid or limit reached

### Manual follow-up

* Send additional reminder
* Call the client
* Apply late fee (if in your terms)

## Reporting

Track invoicing performance:

* **Outstanding AR** — Total unpaid invoices
* **Average days to pay** — How quickly clients pay
* **Collection rate** — Percentage collected on time
* **Revenue by period** — Invoiced amounts over time

View in **Firm Dashboard → Billing → Reports**.

<Card title="Firm overview" icon="building-columns" href="/accountants/overview">
  Return to the Firm Mode overview.
</Card>