#Managing Invoices

Simple Invoices supports three invoice styles, full line-item management, and PDF/email delivery.

#Invoice Types

There are three types of invoices:

#Creating an Invoice

1. Go to Invoices → New Invoice
2. Select the Biller (who is sending the invoice)
3. Select the Customer
4. Choose the Invoice Type
5. Add line items: products, descriptions, quantities, prices
6. Set the payment type, preference, and any notes
7. Click Save

#Invoice Statuses

#Exporting Invoices

Each invoice can be exported in multiple formats:

• PDF: Professional invoice document for printing or emailing
• Spreadsheet (XLSX): For accounting or data processing
• Word Processor (DOCX): For editing in Word
• Print View: Clean HTML view optimized for browser printing

#Recurring Invoices

Set up invoices that automatically repeat:

1. Go to Invoices → Recurrence
2. Create a recurring profile with the invoice details
3. Set the frequency (daily, weekly, monthly, yearly)
4. The system will generate invoices on schedule

#Email Delivery

To email an invoice directly:

1. Open the invoice
2. Use the Export button and select the email option
3. The customer's email from their profile will be used automatically
4. Configure SMTP settings under Settings → System Preferences to enable sending