The Invoices page gives you a full view of all invoices across every client — outstanding amounts, overdue invoices, and payment history in one place.

The invoices list

Go to Finances → Invoices. The summary cards at the top show your total outstanding, overdue, and paid amounts. The table below lists every invoice with number, client, dates, amount, and status.

Use the status tabs to filter: All, Draft, Open, Cancelled, Write off, Rejected, Past due, Paid, Scheduled. Use + View to save custom filters.

Create an invoice

Click Create invoice and choose the type:

• Standard invoice — one-off invoice for a specific amount
• Recurring invoice — sets up an automatic billing schedule (see Recurring invoices)

For a standard invoice, select the client, add line items from your service library or as custom items, set the due date, and choose payment collection:

• Manual — the client pays themselves via the payment link
• Automatic — Cone charges the client's saved payment method on the due date (requires Stripe or GoCardless connected)

Invoice detail panel

Click any invoice row to open the detail panel on the right. The panel shows the full invoice summary, line items, payment status, and available actions.

From the detail panel you can: send or resend the invoice, record a manual payment, write off the balance, download a PDF, or void the invoice.

Payment sync

When a client pays online via Stripe or GoCardless, the invoice status updates automatically to Paid. If you have Xero or QuickBooks Online connected, the payment syncs to your accounting software automatically — no manual reconciliation needed.