Invoices
Invoices are how you bill clients and collect payment. You create one, send it, and CoreHue tracks where it stands until it's paid.
What you can invoice for
An invoice can be tied to a:
- Client: anyone in your client list.
- Inquiry: someone who reached out through a lead.
- Booking: a session you've already scheduled.
An invoice can also be created automatically when a client accepts a proposal.
The life of an invoice
Every invoice has a status, and CoreHue sets it for you based on what's been paid. You don't mark an invoice "paid" by hand, recording a payment does that.
| Status | What it means |
|---|---|
| Draft | A work in progress. Only you can see it. |
| Open | Sent to the client and waiting to be paid. |
| Partially paid | Some money has come in, but there's still a balance. |
| Paid | Paid in full. |
| Overdue | An open invoice that's past its due date with a balance still owing. |
| Cancelled | You cancelled it. |
| Refunded | The payment was refunded. |
If an invoice came from a proposal that hasn't been accepted yet, you'll see Pending proposal until the client accepts.
Where everything lives
Invoicing spans a few areas of CoreHue:
- Invoices: create, send, and track your invoices.
- Payments: every payment you've received, with receipts and totals.
- Products: a catalog of reusable line items so you don't retype the same services.
- Settings: your defaults, numbering, tax rates, reminders, and payment options.
Before you send your first invoice
You'll set a default currency the first time you create an invoice. Pick carefully, it's permanent.
Pricing in more than one currency is a Pro feature. On Core, every invoice uses your single default currency.
Ready to bill someone? Head to Creating invoices.