Invoices
Invoices, quotes, products, and recurring billing workflows.
Invoices
32 articles
How to view and manage invoices
Use the invoices list to search, filter by status, and open the invoice you need to review or follow up.
How to create and edit an invoice
Start a new invoice from the invoices area, complete the client and line items, and save or issue it when you are ready.
How to start a new invoice
Open the invoice editor, choose a client, add lines, and save a draft before issuing.
How to issue an invoice
Complete a draft invoice and issue it to assign the official number and generate the PDF.
How to send an invoice
Email an issued invoice to your client from the invoices list, or send a reminder if it was already sent.
How to edit a recurring invoice
Open a recurring schedule to update client, lines, automation, and generated invoice history.
How to mark an invoice as sent
Record that an issued invoice was delivered to the customer when you sent it outside Fiscora email.
How to create a recurring invoice
Set up a new recurring schedule with client, billing lines, and automation options.
How to mark an invoice as paid
Record payment on an issued or sent invoice from the invoice detail screen or the invoices list.
How to edit a product
Update catalog name, price, VAT rate, and category tags for a product or service.
How to create a product
Add a reusable catalog item with price, VAT rate, and optional default discount for invoices and quotes.
How to create a credit note
Issue a credit note from an existing invoice when you need to reduce or reverse an amount already billed.
How to duplicate an invoice
Create a new invoice using the same client and line details as a previous invoice when you bill recurring or similar work.
How to filter and search invoices
Find invoices quickly by number or client name, and switch between status tabs to focus on drafts, issued, sent, or paid documents.
How to export invoices
Download invoice packs or spreadsheets for a month, quarter, or year when you need offline copies or accountant handoffs.
How to manage recurring invoices
Create scheduled invoice templates that generate drafts or issued invoices automatically on a weekly, monthly, or yearly cadence.
How to use invoice templates
Create and manage PDF templates so issued invoices use consistent branding, layout, and default footer content.
How to create an invoice template
Design a reusable PDF layout with accent color, logo, and default footer text for new invoices.
How to share invoices with your accountant
Give your connected gestoria invoice permissions so they can review, issue, or track payments without receiving PDFs by email.
How to create and manage quotes
Prepare customer quotes, send them for approval, and convert accepted quotes into invoices.
How to create a quote
Prepare a customer quote with line items, validity dates, and optional terms before sending.
How to send a quote
Email a draft quote to your customer after reviewing line items and validity dates.
How to duplicate a quote
Create a new quote from an existing one when you need similar pricing for another customer or period.
How to edit a quote
Update customer details, line items, and validity dates on a draft or sent quote before conversion.
How to send an invoice reminder
Follow up with a customer when an invoice was already emailed but still needs payment or acknowledgment.
How to open an invoice PDF
Preview or download the PDF for an issued invoice from the invoice editor.
How to manage products and services
Build a reusable catalog so invoice and quote lines pick up names, prices, VAT, and default discounts quickly.
How to accept a quote
Mark a sent quote as accepted when the customer approved pricing internally.
How to reject a quote
Close a sent quote when the customer declined so your pipeline stays accurate.
How to use an issued invoice as reference
Review a previous issued invoice's client and lines when creating similar billing.
How to void a draft invoice
Cancel a draft invoice you no longer need before it is issued to a customer.
How to convert a quote to an invoice
Turn an accepted or sent quote into a draft invoice without re-entering line items.
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