Invoices

Flowtly Editorial Team 2 min

Flowtly provides tools for managing outgoing invoices, allowing users to create, review, and dispatch sales invoices to clients. These capabilities support accurate financial documentation for delivered services and products.

Create and Manage Outgoing Invoices

Flowtly enables you to generate and oversee all invoices issued to your clients.

  • Create an invoice: Initiate a sales invoice by specifying client details, invoice date, due date, and relevant line items for services or products.
  • Review invoice details: Examine invoice entries, calculations, and client information for accuracy before finalization.
  • Attach supporting documents: Add relevant documents directly to your outgoing invoices, such as project reports or service agreements, for client reference.
  • Preview invoice: Generate a preview of the invoice to verify its layout and content prior to sending.
  • Send invoice: Deliver the finalized invoice to your client through the system.
  • Monitor invoice status: Track the invoice status, including pending, sent, paid, or overdue, within the invoice list.

Search and Filter Invoices

The invoice list includes tools to help you locate specific invoices among your outgoing invoice records.

  • Search by client or invoice details: Use the search field to find invoices by client name or other invoice information.
  • Filter by status: Apply a status filter to view only invoices in a particular state, such as draft, pending, sent, or overdue.
  • Combine search and filters: Use search and status filters together to narrow down results within the invoice list.
  • Clear filters: Remove applied filters to return to the complete list of outgoing invoices.

Example use cases

  • Generate an invoice for completed services: A project manager issues an invoice to a client after delivering a project phase.
  • Send a recurring monthly invoice: An administrator sets up and sends a monthly invoice for ongoing retainer services.
  • Review an invoice before sending: A finance user verifies all line items and tax calculations on a draft invoice prior to dispatch.
  • Locate an overdue invoice: An accounts team member filters the invoice list by status to identify outstanding client payments.

App routes