Creating and Sending Invoices
Create professional invoices for clients, send them by email, and track payment status in one place.
Creating an invoice
Go to Invoices and click "New invoice." Select the customer from your CRM, or type a name and email for a one-off invoice. Add line items with descriptions, quantities, and unit prices. MoniePilot calculates subtotals and tax automatically.
Invoice statuses
Draft: saved but not sent. Sent: emailed to the customer and awaiting payment. Paid: payment confirmed. Overdue: past due date without payment. Cancelled: voided. Move an invoice between statuses using the status dropdown on the invoice detail page.
Sending to your client
Open the invoice and click "Send." MoniePilot emails a PDF invoice to the customer's address with your company logo and bank details. The invoice status changes to Sent and the due date countdown begins.
Recording a payment
When a client pays, open the invoice and click "Mark as paid." Enter the payment date and method. The invoice moves to Paid status and the amount is added to your revenue figures on the dashboard.
Overdue tracking
The Invoices overview shows your total billed, collected, awaiting payment, and overdue amounts as KPI cards. Filter by Overdue to see which clients need a follow-up.
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