Invoices are billing documents you raise to customers and track until paid. They are billing records only — the actual revenue is recognised through Payments. The page also holds your Tax invoices register.
When you'd use this
- Sending a customer a formal bill for a service or package.
- Finding, reprinting or exporting the TAX INVOICEs you've issued (for your accountant).
The page has two tabs: Invoices and Tax invoices.
Creating an invoice (Invoices tab)
- Open Finance → Invoices and press New Invoice.
- Add the customer, a title, and line items.
- Save. Track its status with the Draft / Sent / Overdue / Paid chips; view or download the PDF.
Tax invoices tab — the register
- Every TAX INVOICE your centre has ever issued, in one list: number, date, customer, source (booking payment or shop sale), gross and VAT. The count bar shows the gross and VAT totals for whatever you've filtered — handy for a monthly VAT return.
- Filter by date range, search by number or customer, and press Export CSV for your accountant.
- Reprint opens an identical copy — same number, same figures. Numbers (TX-2026-0001, 0002…) are issued the first time a payment's tax invoice is printed and never change or get reused.
- New tax invoices aren't created here — print them from a payment row (a booking's payments, Finance → Payments, or a shop sale). The buttons appear once your Tax Rate and Tax ID are set in Centre Info → Finance.
Invoices vs tax invoices — what's the difference?
- An invoice (INV-…) is a request for payment — raised before the money arrives, can be drafted, edited and cancelled.
- A tax invoice (TX-…) is the legal VAT record of money received — issued at payment, never edited, numbered without gaps. That's why it's created from the payment, not from the invoice.
Tips
- Recording the money still happens via the booking or POS — the invoice itself doesn't post revenue.
- Invoice PDFs use your brand colour (branding.md).