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Invoices

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Overview

Financely uses a template-driven invoice system. Each invoice is built on top of a template that defines the layout and the data fields (called bindings). This lets you create multiple invoice styles — branded, minimal, detailed — and reuse them across clients.

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Creating an invoice

1

Go to Invoices → Create Invoice

Click Create Invoice in the top right.
2

Select a template

Choose from your saved templates. The template determines the layout and which fields you need to fill in.
3

Fill in the data

Complete the form fields:
  • Seller — your company details (pre-filled from your organization settings)
  • Buyer — client name, address, email
  • Invoice details — invoice number, issue date, due date
  • Line items — description, quantity, unit price, tax
  • Totals — subtotal, tax, total (calculated automatically)
4

Save

Click Save. The invoice is created with status Draft.

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Invoice statuses

StatusMeaning
DraftCreated but not yet sent
SentEmailed to the client
PaidPayment received and confirmed
CancelledInvoice voided

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Generating a PDF

Click Generate PDF on any invoice. Financely renders the invoice template with your data and produces a PDF, which is stored and linked to the invoice record.
PDF generation may take a few seconds. The button will show a spinner while it processes.

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Sending an invoice by email

Click Send Invoice. Financely sends an email to the buyer’s email address with the invoice PDF attached. The invoice status automatically updates to Sent.

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Sharing an invoice

Click Share to generate a public share link. Recipients can view the invoice in their browser without logging in — useful for clients who need to reference it.

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Converting a proposal to an invoice

If a client accepts a proposal, you can convert it directly to an invoice without re-entering data:
  1. Open the accepted proposal
  2. Click Convert to Invoice
  3. Select the invoice template to use
  4. Financely’s AI maps the proposal items and buyer/seller data to the invoice format automatically
  5. Review the draft invoice and save
The AI conversion reads your template’s bindings and intelligently maps proposal data to the correct fields — including line items, taxes, and compliance details for your region.

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Invoice templates

Templates are designed in the Template Designer (drag-and-drop editor). Each element in a template can be bound to a data path like seller.name or items. When you create an invoice, Financely injects the right data into each binding. See the Template Designer section for how to create and edit templates.

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Troubleshooting

Check your internet connection. If the issue persists, try saving the invoice again and clicking Generate PDF once more. If it consistently fails, contact support.
Check the buyer email address on the invoice for typos. Ask the client to check their spam folder. Emails are sent via Resend — delivery usually happens within 30 seconds.
Invoice numbers are not automatically enforced as unique. You can set any number format you prefer. Consider using a prefix like INV-2025-001 to keep them organized.