Invoices

The Invoices Workspace

Open Invoices from the left navigation. The workspace creates customer invoices, sends PDF documents, tracks payment status, and posts sent invoices to Accounts Receivable.

The list has All, Draft, Sent, Overdue, Paid, and Void views. Each row shows the invoice number, customer, dates, status, and total. The customer balances and payment timeline are available from Customers.

Create A Draft

Choose New invoice. The draft composer has three useful parts:

• Customer and invoice dates, including the due date;
• line items with description, quantity, unit price, and an optional revenue account; and
• notes and the customer-facing details that belong on the invoice.

The item library can fill repeat products or services. Save a line as an item when the firm wants to reuse its description, price, or account defaults. Choose Save draft to review the invoice before sending it.

Review The Invoice

Open a draft or sent invoice to check the customer, sender and recipient details, invoice number, issue date, due date, line items, tax when present, and total.

Drafts offer Edit, Send, Preview, Download PDF, Duplicate, and Delete. Sent invoices offer Resend, Preview, Download PDF, and Duplicate. A sent invoice can be Void when it should no longer be treated as live billing.

Deleting a draft removes an unsent document. Voiding a sent invoice is a confirmed accounting action, so use it only when the firm has decided that the invoice should not remain active.

Send An Invoice

Choose Send on a draft and confirm the customer email, amounts, dates, and sender details. Sending emails the invoice PDF, records the delivery in Email History, and posts the invoice to Accounts Receivable.

When Stripe is connected, the send dialog can include an online payment link. The customer can use that link to pay, and the payment status and customer balance update in LedgerHQ when the payment is recorded.

Create And Review With Tally

Ask Tally to create an invoice for the selected company. The invoice workspace opens the saved document and a PDF preview even before a recipient is entered. Edits save automatically; an unissued invoice is labeled Not sent. Choose Continue to send to review the recipient and Stripe payment options, then confirm delivery. Supplying an email address while creating an invoice does not itself mean it was sent.

Use Send sample to me in the delivery panel to check the email and PDF at your signed-in email address. A sample has no live payment link and does not post or change the invoice's accounting status. Demo samples are identified as simulated.

Stripe Clearing And Bank Payouts

For a Stripe accounting connection, LedgerHQ records the Stripe balance at connection as an opening amount. Earlier activity belongs to that opening balance rather than being individually imported again. A daily pass records subsequent balance movements and checks the clearing balance against Stripe. A connection used only to link subscriptions does not run this accounting pass.

Review a bank payout against Stripe clearing so sales are not recorded twice. If the clearing comparison differs, investigate the source activity; the comparison does not silently certify or adjust the books.

Track Payments

The invoice detail page shows payment status and a Payments section when payments exist. The Customers workspace combines invoices and payments into a single customer timeline and shows Open, Overdue, and Paid balances.

Company owners can also work from mobile: email the invoice, text or share its payment link, share the PDF, or enter a card when the mobile payment flow is available for that invoice.

See Customers and what they owe for balances and Invoice branding for the sender appearance.