Creating Invoices
Bill customers and track payments.
Create an invoice
Invoices work like quotes (see Creating Quotes) but add payment tracking. Create one from Invoices → New Invoice, or convert an accepted quote (Quote → Invoice).
Payment status
- Each invoice tracks Total, Paid and Balance.
- Mark an invoice Paid or Unpaid straight from the list by clicking the payment pill.
- When the balance reaches zero with a recorded payment, the invoice automatically becomes Paid.
Partial payments
Record part-payments and ezcoute keeps the outstanding balance up to date. An invoice with a recorded payment but a remaining balance shows as Partial.
Need to bill the rest later? Use Invoice for Remaining from the row menu to create a follow-up invoice for the outstanding amount. See Projects & Payments.
The Invoices page
The summary cards at the top (Open, Total Paid, Outstanding, Collection Rate) always reflect all your invoices and don’t change when you filter the list below.