> For the complete documentation index, see [llms.txt](https://wheel-erp.gitbook.io/wheel-erp-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wheel-erp.gitbook.io/wheel-erp-user-guide/finance/invoices.md).

# Invoices

An invoice is a document issued by a seller to a buyer detailing products, quantities, and prices for services or goods provided, including payment terms. This section records all invoices for projects in a table, including Invoice Number, Project Name, Client Name, Total Amount, Invoice Date, and Payment Status. It also offers options for viewing, downloading, sending, editing unpaid invoices, adding payments, creating payment links, sending payment reminders, creating credit notes, and deleting the most recent invoice.

<figure><img src="/files/ZNaZCGPp0dFAZKojCKwH" alt=""><figcaption></figcaption></figure>

There are four options available on the top of the tabular data created, including Create Invoice, Recurring Invoice, Log-Time Invoice, and Export.

\
1.**Create Invoice** opens a form to input invoice details like number, date, due date, currency, client, project, taxes, billing, and notes. Once completed, the invoice can be saved as a draft or sent directly to the client.

<figure><img src="/files/MsEbZb1M731epnuV8MNE" alt=""><figcaption></figcaption></figure>

**2.Recurring Invoice** manages invoices paid in installments or on a schedule, automating generation and reminders for client payments.

<figure><img src="/files/oOPZOyBGfbfGUN35Xc27" alt=""><figcaption></figcaption></figure>

To add a recurring invoice, use the "Add Recurring Invoice" option. Fill in details like invoice date, currency, client, project, billing frequency, and cycle. Once set, the invoice repeats automatically based on the given instructions.

<figure><img src="/files/i9hPQMtxNAbAv6qWKyFh" alt=""><figcaption></figcaption></figure>

**3**.To create a **Time-Log** **Invoice**, input details like invoice number, project, client, dates, currency, time log slots, description, and billing information. Once filled, save the details to generate the invoice.

<figure><img src="/files/CWRTRYiI2NBEkxsFRHoQ" alt=""><figcaption></figcaption></figure>

**4.Export:** The option available right beside the creation of invoices is for exporting the list for offline access.

To view a created invoice, click on the "INV#xxx" hyperlink for detailed information about the parties, billing details, and additional info. Download the invoice as needed or access it securely in the system's database.

<figure><img src="/files/jqRM8i3WMecLVGktrlZt" alt=""><figcaption></figcaption></figure>


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