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Creating Invoices

Go to Invoices and click New Invoice.

Setting up an invoice​

  • Client - Who you're invoicing (required for sending)
  • Currency - Defaults to your primary currency
  • Issue date - Defaults to today
  • Payment terms - How quickly you expect payment: due on receipt, net 15, net 30, net 60, or custom
  • Due date - Calculated from payment terms, or set manually

Invoice number​

CoreHue auto-generates invoice numbers using your configured format (like "INV-001"). Numbers go up automatically.

Optional fields​

  • Title - A custom name for the invoice
  • Notes - Text shown on the invoice (like "Thank you for your business!")
  • Terms - Payment conditions
  • Footer - Footer text
  • Internal notes - Private notes only you can see

You can set defaults for notes, terms, and footer in Invoice Settings so they fill in on every new invoice.

Linking to other records​

Link an invoice to a booking, lead, or proposal to keep everything connected.

Editing​

Draft invoices can be edited freely. Once sent, you can still edit, but CoreHue saves a snapshot of the previous version. Paid, cancelled, or refunded invoices can't be edited.

Duplicating​

Click Duplicate to create a copy with a new invoice number. All line items, discounts, and settings carry over.

Version history​

Every time you edit a sent invoice, the previous version is saved. View the full history from the invoice detail page.