> For the complete documentation index, see [llms.txt](https://now-8.gitbook.io/now.-features/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://now-8.gitbook.io/now.-features/sales/invoices.md).

# Invoices

Invoices are how you bill your customers for products or services. When you create an invoice in now., the income is recorded immediately. When the customer pays, the payment is matched to clear the outstanding balance.

#### How to Find It

Tap the **People** icon in the bottom tab bar, then choose **Invoices**.

#### Invoice Statuses

| Status             | Meaning                                               |
| ------------------ | ----------------------------------------------------- |
| **Unpaid**         | No payments have been received                        |
| **Partially Paid** | Some payment has been received, but a balance remains |
| **Paid**           | The full amount has been received                     |

#### Viewing Your Invoices

The Invoices screen has two filters:

* **Due** — All unpaid and partially paid invoices.
* **Paid** — Only fully paid invoices.

#### Creating an Invoice

Tap **+** to create a new invoice.

**Required Fields**

| Field          | Description                                           |
| -------------- | ----------------------------------------------------- |
| **Customer**   | Select an existing customer or create a new one.      |
| **Email**      | Customer's email address.                             |
| **Address**    | Customer's billing address (line 1 has autocomplete). |
| **Line items** | At least one line item is required.                   |

**Invoice Details**

| Field              | Description                                                                 |
| ------------------ | --------------------------------------------------------------------------- |
| **Invoice number** | Auto-generated (001, 002, 003…). You can edit it, but it must be unique.    |
| **Term**           | Due upon receipt, Net 15, Net 30, Net 45, or Custom.                        |
| **Invoice date**   | Defaults to today.                                                          |
| **Due date**       | Auto-calculated from the term. Editing it manually sets the term to Custom. |
| **Tax rate**       | An optional sales-tax percentage applied to the invoice. See Sales Tax.     |
| **Notes**          | Optional notes that appear on the invoice.                                  |

#### Line Items

Each line includes:

* **Product/Service** — Select from your Products & Services list to auto-fill description, rate, and the right income account.
* **Description** — What you're billing for.
* **Quantity** — How many units.
* **Rate** — Price per unit.
* **Amount** — Calculated automatically (quantity × rate).

You can add as many line items as needed.

#### Save and Send

When you tap **Save & Send**, now.:

1. Saves the invoice to your books.
2. Creates a journal entry: debit Accounts Receivable, credit Income (and Sales Tax Payable if tax is applied).
3. **For inventory-tracked products**, posts a separate Cost of Goods Sold journal entry: debit COGS, credit Inventory Asset, and reduce quantity on hand. See Inventory and COGS.
4. Generates a shareable invoice image you can send via Messages, Mail, AirDrop, or any other share-sheet target. You can also save the image to your Photos.

now. does not send the invoice email for you — you choose where to share the image.

**Closed Period Warning**

If the invoice date falls within a closed period, you'll see a warning before saving.

**Inventory Out-of-Stock Warning**

If an invoice line would drive an inventory product's quantity below zero, the save is blocked. Receive more inventory or adjust your count first.

#### Receiving Payment

Invoices are paid by matching a bank transaction to the invoice. You cannot manually mark an invoice as paid — it must be tied to a real bank transaction.

1. Go to **Transactions**.
2. Find the incoming payment from the customer (it's in **Needs Review**).
3. Tap the transaction and select **Match**.
4. Select the invoice.
5. The payment is recorded and the invoice status updates automatically.

**Partial Payments**

Invoices support multiple partial payments. Each payment reduces the remaining balance. The invoice stays in **Partially Paid** until the full amount is covered.

**Removing a Payment**

Unmatch the transaction from its detail to reverse the connection. The invoice's previous balance and status are restored.

#### Invoice Detail

Tap an invoice to see its full detail:

* Status, number, term, dates
* Customer information
* Line items, subtotal, tax, total
* Amount paid and remaining balance
* Linked transactions (payments matched to this invoice)

#### Deleting an Invoice

An invoice can only be deleted if **all** of these are true:

* Status is **Unpaid**
* No payments have been recorded
* No transactions are matched to it

When you delete an invoice, its journal entries are removed. **For inventory items**, the units sold are returned to your inventory pool at the same weighted-average cost they were sold at, and the COGS posting is reversed.

#### Important

* **Income is recorded when the invoice is created**, not when the payment arrives. This is standard accrual accounting.
* Payment only moves money from Accounts Receivable to your bank — it does not create additional income.
* Duplicate invoice numbers are not allowed.

#### Related

* Customers
* Products and Services
* Inventory and COGS
* Sales Tax
* Transactions


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://now-8.gitbook.io/now.-features/sales/invoices.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.