Cone

You can learn more about invoicing <a href="https://intercom.help/conehq/en/articles/9975442-invoicing-overview" rel="nofollow noopener noreferrer" target="_blank">here</a>

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- Invoice title: Customize the title visible at the top of your invoice and in the PDF version
- Default invoice status: Choose between <code>draft</code> (editable later) or <code>open</code> (finalized)
- Payment terms: Set default terms, with options to add more as needed
- Memo: Include a default memo that appears on each invoice
- Email notifications: Enable notifications when an invoice is finalized

- Navigation: Initiate from the client workspace for streamlined access
- Auto-fill data: Utilize data pre-filled from account settings, including terms and email configurations
- Customization: Override default settings if required
- Invoice details: Set invoice date and terms, which automatically updates the due date
- Line Items: Add necessary line items for detailed billing
- Notifications: Configure first-time emails and reminders to ensure timely payments

Reviewing and finalizing invoices:

- Detail review: Examine all invoice details before finalization
- Options:
 - Save as <code>draft</code>: For future edits
 - Finalize: To complete the invoice without immediate email
 - Finalize and email: Send the invoice directly to the client

- Invoice overview: Access invoices under the billing page for comprehensive management
- Activity logs: Review logs at the bottom of the invoice page for tracking purposes
- PDF preview: Check how the invoice will appear in PDF format to your client
- Edit flexibility: Make changes if the invoice is still in <code>draft</code> status
- Client-specific and consolidated views:
 - View invoices specific to a client or consolidate across all clients from the Billing tab for an overview.

1. Billing settings
 - Invoice title: Customize the title visible at the top of your invoice and in the PDF version
 - Default invoice status: Choose between <code>draft</code> (editable later) or <code>open</code> (finalized)
 - Payment terms: Set default terms, with options to add more as needed
 - Memo: Include a default memo that appears on each invoice
 - Email notifications: Enable notifications when an invoice is finalized
2. Creating invoices
 - Navigation: Initiate from the client workspace for streamlined access
 - Auto-fill data: Utilize data pre-filled from account settings, including terms and email configurations
 - Customization: Override default settings if required
 - Invoice details: Set invoice date and terms, which automatically updates the due date
 - Line Items: Add necessary line items for detailed billing
 - Notifications: Configure first-time emails and reminders to ensure timely payments
3. Reviewing and finalizing invoices:
 - Detail review: Examine all invoice details before finalization
 - Options:
 - Save as <code>draft</code>: For future edits
 - Finalize: To complete the invoice without immediate email
 - Finalize and email: Send the invoice directly to the client
4. Managing invoices
 - Invoice overview: Access invoices under the billing page for comprehensive management
 - Activity logs: Review logs at the bottom of the invoice page for tracking purposes
 - PDF preview: Check how the invoice will appear in PDF format to your client
 - Edit flexibility: Make changes if the invoice is still in <code>draft</code> status
 - Client-specific and consolidated views:
 - View invoices specific to a client or consolidate across all clients from the Billing tab for an overview.

Summary