> ## Documentation Index
> Fetch the complete documentation index at: https://docs.financely.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoices

> Create, send, and track invoices using customizable templates and AI-assisted data conversion.

# Invoices

## 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.

## Creating an invoice

<Steps>
  <Step title="Go to Invoices → Create Invoice">
    Click **Create Invoice** in the top right.
  </Step>

  <Step title="Select a template">
    Choose from your saved templates. The template determines the layout and which fields you need to fill in.
  </Step>

  <Step title="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)
  </Step>

  <Step title="Save">
    Click **Save**. The invoice is created with status **Draft**.
  </Step>
</Steps>

## Invoice statuses

| Status        | Meaning                        |
| ------------- | ------------------------------ |
| **Draft**     | Created but not yet sent       |
| **Sent**      | Emailed to the client          |
| **Paid**      | Payment received and confirmed |
| **Cancelled** | Invoice voided                 |

## 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.

<Note>
  PDF generation may take a few seconds. The button will show a spinner while it processes.
</Note>

## 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**.

## 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.

## 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

<Tip>
  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.
</Tip>

## 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](/user-manual/site-builder) section for how to create and edit templates.

## Troubleshooting

<AccordionGroup>
  <Accordion title="PDF generation fails or takes too long">
    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.
  </Accordion>

  <Accordion title="Email was not received by client">
    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.
  </Accordion>

  <Accordion title="Invoice number is duplicated">
    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.
  </Accordion>
</AccordionGroup>