Invoicing a Customer

Invoicing is for billing somebody who owes you money — a repair, a detail, a doc fee, a deposit, or what is still owed on a deal. You make the invoice, send your customer a link, and the money that comes back lands in Payments with the invoice it paid.

This is not your My Dealer Jacket bill

Invoices (under Invoices in the sidebar) are the invoices you send your customers. What you owe My Dealer Jacket for credits is a different thing entirely — that lives under Billing and Credits.

The Invoices section opens on its Overview — what you are owed, how late it is, and your latest invoices. Beside it are Invoices, the full list; Estimates, the quotes you send before the work is agreed; Customers, everyone you bill, each with a billing profile of their own; and Settings.

Making one

Go to Invoices and click New invoice. A new invoice starts as a draft, which means nothing about it is final and nobody has seen it.

On the Overview and on a customer’s billing profile, the arrow on the right of New invoice holds the other ways to start: New Estimate, for a quote rather than a bill, and From a template…, which starts from one of your invoice templates. To start from an invoice you already sent, open it and duplicate it.

A draft has three things to fill in.

Who it is for. Pick the customer under Bill to. If they are not in your customers yet, click Add a new customer: type their name, and their address if you have it, so it prints on the invoice — you do not have to leave the invoice to do it. You need a customer before you can finalize, because their name and address are printed on the invoice. If a customer has no address yet, their block says No address on file, and Add address in its menu lets you type one.

What you are billing for. Each line has an Item, a Qty and a Price, and the Amount works itself out. To add one, click into the empty row at the bottom — Add an item… — and a new empty row opens under it, so there is always one waiting. A line saves itself when you move off it, like everything else on the invoice; there is no button to press. Enter takes you to the next row. Your saved items are offered under the empty row and narrow as you type; picking one fills in its name, description, price, quantity and whether it is taxable in one go. Click under an item to give it a description.

A line needs a name to be saved. Give one a price but no name and its Item box turns red: the line is not saved until you name it, and the invoice cannot be finalized while it is like that. A quantity of 0 or a $0.00 price is outlined in red too, so you notice it, but it does not stop you.

When it is dated and due. The Invoice date and the Due date sit just under the invoice number. Click either one to change it — the due date offers On receipt and 7, 15, 30, 45, 60 or 90 days from the invoice date, or pick any day on the calendar.

Anything else. Add discount, Add payment terms and Add a note for your customer each open when you click them.

Who it is from. From is your dealership — unless you trade under more than one name and have added each as a business. Then a new invoice starts from whichever one you set to Use by default, and clicking From switches it. The business decides the invoice’s numbering, its starting terms and tax rate, its design and which saved items are offered; Invoicing for More Than One Business covers what changes when you switch.

Tax. A new invoice starts with your dealership’s own sales tax rate — your state and county rates, under Settings → Tax Rates — unless you chose a different rate in the invoice settings. Tax applies to the lines you mark taxable; click the rate beside Tax to change it for this invoice. A line billed from a deal is never taxable here, because the deal already carries its own tax — which is why an invoice for a deal says the tax is Itemized on the deal.

Billing what is owed on a deal

If the money you are chasing sits on a deal jacket, click Bill from a deal instead of typing lines by hand. Pick the deal, and then choose what to put on the invoice:

• Whole balance — everything still owed, as one line.
• Past due — on a deal your customer is paying off over time, only the payments and fees that have gone past their due date. That is usually what you are actually chasing.
• Itemize — tick anything on the deal and each one becomes its own line: the vehicle price, a dealer charge, a government fee, each tax on its own. Tick a heading to take a whole group at once. As you tick, the bottom of the window tells you how many lines it will add, what they come to, and how that compares to what the deal still owes.
• Custom — an amount and a description of your own.

Every figure comes from the deal itself, worked out the same way the deal jacket works it out, so an invoice can never bill a number the deal disagrees with. Anything an earlier invoice already billed is greyed out and says which invoice took it, so nobody gets charged twice. You can still change any amount afterwards.

Starting from the deal jacket instead — Raise an invoice for this deal — gets you there in one step: the draft opens already billing that deal, and you change it from there.

Once an invoice is billing a deal, a small tag above the lines names the vehicle and what the deal still owes, and clicking it opens the deal jacket. If the deal has moved since you wrote the line — a payment came in somewhere else — it tells you, and offers to bring the line up to date. Money paid through the invoice itself does not count as the deal moving.

From

Sunshine Auto Sales

1420 NW 7th Ave, Miami FL 33136

Bill to

Maria Delgado

1420 NW 7th Ave, Miami FL 33136

Item	Qty	Price	Tax	Amount
Brake pads	2			$
Labor	1.5			$
Add an item…

Subtotal

$

Add discount

Tax

$

Total

$

IllustrationA draft invoice as one sheet, top to bottom: From beside Bill to, each printing a name and address onto the invoice; then the lines, a table of Item, Qty, Price, Tax and Amount with an Add an item row at the bottom you can type straight into; then the totals stacked on the right — Subtotal, Add discount, Tax with its rate, and Total.

Worth knowing:

• You do not have to choose the customer first. Pick the deal and the invoice takes the customer from it.
• A payment on this invoice pays that deal down in full, however many other lines the invoice has. There is no splitting a payment between lines. If you want to bill a deal’s balance and a separate repair, and have them settle separately, use two invoices.
• One invoice can carry one deal’s balance.

Finalizing it

Finalize invoice turns the draft into a real invoice. Three things happen and none of them can be undone:

• It gets its invoice number, the next one in your sequence.
• What is printed on it is frozen — your business details and the customer’s address are captured as they are at that moment, so a correction to a customer record later does not quietly change an invoice you already sent. When you correct their details from an invoice or from their billing profile, you are asked whether their open invoices should take the correction too.
• It becomes payable.

You can still fix a mistake after finalizing — change a line, a date, the terms — and the invoice keeps its number. What you cannot change is who it is for, once a payment has been put on it.

Why the numbers can have gaps

A number is handed out when you finalize, not when you start a draft. Deleting a finalized invoice does not hand its number back. That is on purpose: an accountant would rather see a gap than see the same number twice.

Sending it

Everything about getting the invoice to your customer is in one place: click Send at the top of the invoice (or the tag beside the dates that says whether it has been sent).

• Copy link puts the invoice’s link on your clipboard, to send however you already talk to that customer. It is the same link every time you copy it.
• The arrow beside it shows you what your customer sees.
• Type their email and click Send to email it to them. Emailing needs your business to be verified; until it is, the window says so in place of the email box and offers Verify your business. Copy link and the PDF work either way, so you can still send the link yourself.
• Let them pay online decides whether the link takes payment. With card payments set up it is on for new invoices — you can change that default in the invoice settings — and Choose lets you pick which ways they can pay: cards and wallets, until you also switch on bank debit or buy now, pay later. Let them pay part of it lets them pay some now and the rest later. Changes save as you make them, even to a link your customer already has.
• Customer pays the card fee, with online payment on, adds the card processing fee on top of what your customer pays, so you receive the full amount. It is on for new links — that default is in the invoice settings too. Fee % and Plus a flat fee start on what processing actually costs. More than that is yours to keep; less is allowed, and the window says so, because you then cover the difference and receive a little less than the invoice. Your customer’s page shows Invoices and Card processing fee as two lines before they pay. When the money arrives, the fee is added to each invoice it paid as a Card processing fee line — shared out in proportion to what each invoice received — and to the deal jacket as a price, so neither is left owing it. A link made before this option existed keeps charging exactly what the invoice says.
• Underneath, you can see when it was sent and how many times it has been opened. What was sent lists every send: to whom and when, who sent it, the amount asked for with each invoice’s share of it, and how they could pay — the methods, part payments and card fee as they were at that moment. If the link’s options were changed after its last send, Changed since sent says so; your customer’s page shows the current ones. Reset link stops the current link working; the next time you copy or send the invoice it gets a new one.

You do not need card processing to use invoicing. Without it the link still shows your customer the invoice and lets them download it; you take the money the way you already do, and record it yourself.

Until card payments are set up, a short suggestion to Set up card payments sits on the Overview, the invoice list, an invoice that is still owed and a customer’s billing profile. Only you see it — never your customer — and it goes away once card payments are live. Card payments need your business to be verified, so until it is, the suggestion offers Verify your business instead. Setting them up is covered in Taking Payment From a Customer.

Getting paid

An invoice and a payment are two separate things, which is what makes part-payments work properly.

• Take payment, at the top of the invoice, opens the same steps as the Payment Tracker’s — write down money you took yourself (cash, a check, a money order, a bank transfer), charge your card reader, or send a link — with this invoice already ticked at its full balance, and any other invoice this customer owes a tick away. Taking Payment From a Customer walks through it. Send is still how you send the invoice itself, and it works without card payments.
• Recorded on this deal since this invoice was sent appears at the top of the payments on an invoice that bills a deal jacket, when money was taken on that deal jacket after the invoice was finalized and some of it is still unassigned. Each payment has an Apply button showing the amount that fits. Nothing is applied until you click it, because that money may have been for something else on the deal. Not now hides the list until another payment comes in on the deal.
• Use a payment you already took puts money you have already recorded toward this invoice. One click on Apply puts as much of it as fits; Other amount lets you choose. This is how a deposit taken last week ends up settling today’s invoice.
• A customer paying online pays right on the invoice page, and the payment is applied automatically.
• Click a payment to see its details — to change or delete one you recorded yourself, or to change which invoices it pays.
• Each payment is listed under the name you gave it, or, if you gave it none, by how it was paid — Cash, Check, Card and so on. A payment that also pays other invoices says Also on and links to them.

A payment does not have to cover the whole invoice, and one payment can be split across several invoices. Anything left over stays unassigned on that payment, ready to go somewhere it is actually owed.

Splitting one payment across several invoices. On an invoice, open the menu on the payment’s row and choose Split across invoices. In the payment’s details window — opened from an invoice, from Payments → Payment Tracker or from a customer’s billing profile — it is Put it toward invoices while none of the payment is on an invoice yet, and Change which invoices it pays once some of it is. All three open the same window. Tick the invoices it covers: as you tick one, it fills in with what it still owes or what is left of the payment, whichever is less. After that an amount only changes when you change it — nothing shifts on its own. If the amounts add up to more than the payment, the window says so and will not save until you lower one. The bottom of the window tells you how much you are applying and how much stays available for later. Invoices the payment is already on arrive ticked — untick one to take the payment back off it, or change its amount to move money between them. It all saves together, so nothing lands half-applied.

One invoice, one deal. An invoice that bills a deal jacket carries only that deal’s charges, because a payment on it reduces that deal’s balance by the whole amount. A separate charge — brake pads, a later repair — belongs either on the deal itself, where it is already priced and taxed, or on an invoice of its own. One payment can still settle both.

Amount paid and Balance due at the bottom of the invoice count only money that has actually arrived. A payment your customer started online but never finished shows as Not completed: it collects nothing, and it never stands in the way of money you record yourself.

A bank payment takes a few days to clear, and until it does it shows as Pending. Your customer is not asked for that money again in the meantime: their page says a payment is already on its way and only offers the rest.

Taking money back off

Take off this invoice removes a payment without deleting the money — it goes back to being unassigned. That is what you want if you put it on the wrong invoice.

On an invoice that bills a deal jacket, a payment that reached the deal through the invoice — recorded or paid on it, or put toward it — comes off the deal too, and the deal’s balance goes back up by that amount. Money taken on the deal jacket itself stays on the deal.

Delete payment removes the money itself, and is only for money that never existed. It is refused when the payment is a card payment (refund it instead) or when another invoice is counting on it.

Voiding and deleting

Void cancels an invoice that has already gone out. It stays in your records with its number, marked void — which is the honest thing to show an accountant. An invoice with money on it cannot be voided; take the payments off first.

Delete is for an invoice that should never have existed. A draft can always be deleted. A finalized one can only be deleted while nothing has been paid on it.

To correct an invoice that has already gone out, void it and then duplicate it: the copy is a fresh draft you can fix and send, and the voided one stays on file under its number.

Duplicating an invoice

Duplicate, in the menu at the top of an invoice (⋮), opens Duplicate invoice: “A new draft with the same lines, terms and notes, dated today. Pick who it’s for and which business bills it.” Choose the customer under Bill to — the same one to start with — and, if you have more than one business, which one bills it under From. Create copy opens the new draft.

• It works on a voided invoice too, which is what makes void-then-duplicate the way to fix one.
• Lines billed from a deal and card processing fee lines are never copied — they belong to that one invoice. When the invoice has some, the window says how many will be left behind. An invoice that has nothing else does not offer Duplicate at all.
• The copy starts on the tax rate its business uses today, not the rate printed on the original.
• Duplicating an estimate makes an estimate.

Invoice templates

A template is a whole invoice you send again and again — the usual lines, terms and notes — kept to start new ones from.

Making one. On any invoice or estimate, choose Save as template in its ⋮ menu, give it a Template name, and click Save as template. Or go to Invoices → Settings and, in Invoice templates, click New template: it asks for a name, then opens the template in the invoice editor so you can add its lines. A template belongs to one business — the invoice’s, or the settings page you made it on — and it is listed on that business’s settings page, with Rename and Remove on each. Removing one does not change anything already made from it.

A template opens in the same editor as an invoice, with a few differences. It has no customer (“A template isn’t for anyone — you choose the customer when you use it.”) and no dates, and it is never finalized or sent. Its button at the top is Use template, and Rename template is in its ⋮ menu. Lines billed from a deal and card processing fee lines never go into a template.

Using one. On the Overview, the Invoices and Estimates tabs, or a customer’s billing profile, click the arrow on the right of New invoice (New Estimate on the Estimates tab) and choose From a template… — or click Use template on the template itself. Pick the template (grouped by business, if you have more than one), choose whether to Make it an Invoice or an Estimate, pick who it is for under Bill to if you know, and click Create draft. The draft has the template’s lines, terms and notes, is dated today, and is from the template’s business.

Applying one to an invoice you already have. On an invoice or estimate — a draft, or one already sent — Apply a template… in the ⋮ menu replaces what is on it with a template: its lines, Payment terms, notes and discount become the template’s, blanks included. The customer, the dates, the number, the business and the tax rate stay, and so does a card processing fee a payment added. After you pick the template, Compare shows every line and what happens to it — No change, Changes (with the quantity and price before and after), Added or Removed — then the terms, notes, discount and total before and after, and what has been paid so far with the balance after. If your customer has already paid more than the new total, or the invoice has already been sent, it says so. Nothing changes until you click Replace everything. It is not offered on an invoice that bills a deal jacket.

Saved items

Saved items are the charges you bill often — an oil change, a detail, a doc fee — each holding what a line should start with. When you click into the empty row at the bottom of an invoice, they are offered under the Item box. Picking one fills the line in, and you can still change anything on it.

• Keep them under Invoices → Settings, in Saved items. Add item asks for the Item, a Description, Qty, Price and whether it is Taxable; each item has Edit and Remove. Removing one does not touch invoices that already have it.
• Change one right where you use it. In the list under the Item box, each saved item has a pencil and a bin at its far end, for anyone who can change invoice settings. The pencil opens Edit item for its name, description, quantity, price and whether it is taxable — where it is offered stays as it is — and the bin removes it after asking. Neither saves what you had typed in the row, and lines already on invoices keep what they have.
• Save one from an invoice. At the end of a line that has been saved and named, a bookmark — Save to my items — adds it to your saved items. It shows when you point at the line, for anyone who can change invoice settings. A line billed from a deal, and a card processing fee line, cannot be saved.
• If you invoice as more than one business, each item is Offered on either All businesses (“Every invoice can use it.”) or Only these (“Only invoices from the businesses you check.”), with a box for your dealership and one for each business. An invoice offers only the items its business is ticked for. An item saved from an invoice is offered on that invoice’s business, and the message that confirms it says which. If every business an item was offered on is removed, it is marked “The businesses this was offered on were removed. Pick where it’s offered.” until you choose again.

A customer’s billing profile

Invoices → Customers lists everyone you have billed or taken a payment from — how many invoices they have open, what they owe, how much of it is overdue and when you last billed them or they last paid you — with whoever owes the most at the top. Search it by name, email or phone, and click anyone to open their billing page. You can also get there from the customer’s name at the top of an invoice or View customer in its Bill to menu, from the customer’s name in the invoice list, from Who owes you on the Overview, from the customer’s name in a payment’s details, and from Open their billing profile on the Invoices tab of their customer record.

Customers

MD

Maria Delgado

maria@example.com(305) 555-0142

Edit detailsTake paymentNew invoice

Outstanding

3 open

Overdue

Paid to date

Invoices

4

Invoices

All4Owed3Paid1

Select everything owed

• INV-0006Unpaid

  Issued Sep 15, 2026 · Due Oct 15, 2026

• INV-0005Part paid

  Issued Sep 1, 2026 · Due Oct 1, 2026

  of

• INV-0004Paid

  Issued Aug 10, 2026

• INV-0003OverdueDeal

  Issued Jul 1, 2026 · 52 days late

2 selected · due

Paid in 2 parts, one per deal

Take payment

Payments

All4On invoices3On deals1

• Card

  Sep 20, 2026INV-0006Pending

• Check 4471

  Sep 2, 2026INV-0005

• Cash

  Aug 12, 2026INV-0004

• Deposit

  Jun 28, 2026On the deal

IllustrationA customer's billing profile, top to bottom: their name with their email and phone, and the Edit details, Take payment and New invoice buttons — New invoice with an arrow on its right that opens New Estimate and From a template…; four figures — Outstanding with how many invoices are open, Overdue, Paid to date, and how many invoices they have; then their invoices, all of them, newest first, with filters for All (chosen), Owed and Paid. Each row the customer still owes has a tick box; every row has the invoice number, its status — Unpaid, Part paid, Paid or Overdue — a Deal tag when it bills a deal jacket, when it was issued and when it is due or how many days late it is, and an amount: what is still owed, or the total of a paid one. Two are ticked, so a blue bar under the list says 2 selected and what they come to, says they will be paid in 2 parts, one per deal, because one bills a deal and the other does not, and offers Take payment. Below, their payments, with filters for All (chosen), On invoices and On deals: an online payment still clearing marked Pending, a check and a cash payment each with the invoice it paid, and a deposit marked On the deal. Their Bill to details and the payment links already sent them sit alongside and are not drawn.

• Outstanding, Overdue and Paid to date add up all their invoices. When they have paid you money that is on no invoice yet, a fourth figure, Unassigned, says how much.
• Invoices lists all of them, newest first. Owed and Paid narrow the list; drafts and voided invoices show only under All. Click anywhere on a row to open the invoice. If you have more than one business, a small tag on a row names the business that billed it; your dealership’s own invoices have none.
• Estimates, when they have any, lists their estimates apart from their invoices — each one’s status, and which invoice it became once it did. An estimate is never counted in Outstanding or any other figure on the page.
• Payments lists what they have paid you and which invoices each payment went to. Click one to open its details — the same window the Payment Tracker opens — to change it or change which invoices it pays. Money taken on a deal jacket is marked On the deal and links to the deal: it has already gone toward that sale, so it is not counted as money left to assign. That includes payments taken on a deal jacket they bought, even when nobody picked them as the payment’s customer. When their payments are of more than one kind, filters narrow the list: Unassigned (money not on any invoice yet), On invoices and On deals.
• Bill to shows their details exactly as an invoice prints them, and Payment links lists the combined links you have sent them (see below).

Edit details corrects their name, address, email or phone — the same window as Edit customer in an invoice’s Bill to menu. It updates their record everywhere. If they have open invoices, a box underneath — for example Also update 3 open invoices with these details — is ticked to start with, so a corrected address reaches the invoices they have not paid yet. Paid and voided invoices keep the details they were sent with.

One link for several invoices

When a customer owes on more than one invoice, you can send them one link for all of it. On their billing profile, tick the invoices — or Select everything owed — and a bar appears under the list with how many you picked and what they come to. Take payment opens the take-payment steps with those invoices ticked, so from the same place you can also record one payment across them or charge your card reader. For a link, choose Send a payment link, answer how they can pay and who covers the card fee, and Continue to send opens a window like an invoice’s Send: copy the link or email it, with the same Let them pay online, Choose and Let them pay part of it choices, and email that needs a verified business in the same way. Only invoices still owed can be ticked.

A link collects for one business. If you have more than one business, the invoices on one link must all be from the same one. Tick invoices from two and the bar says “These are from different businesses. A payment link collects for one business, so send each business’s invoices on its own link.” Recording one payment across them is still fine.

Your customer opens one page listing those invoices and the total due, and — if you let them pay online — pays right there. They choose what to pay: each invoice is listed ticked at what it still owes, and they can untick one to leave it for another time. If you let them pay part of it, they can also lower the amount on any invoice. Each invoice gets exactly what they put on it.

Invoices on different deals are paid separately. A payment made through an invoice that bills a deal reduces that deal’s balance, so one payment can only pay down one deal. When the invoices you tick bill different deals — or some bill a deal and some do not — the bar warns you, for example Paid in 2 parts, one per deal. Your customer’s page then offers Everything, already chosen: they enter their card once and it is charged once per part — one per vehicle, and one for everything else — so each payment lands on the right deal. They can also pick one part and come back for the rest. Paying everything at once works with a card, Apple Pay, Google Pay or Link; a bank account or a pay-later plan pays one part at a time.

The link stays current. It names invoices, not amounts, so it always shows what is owed now: an invoice paid some other way shows as paid, and one you void drops off. The same invoices always give the same link; a different selection makes a different one. Payment links on the billing page lists the links you have made, when each was sent and how often it was opened. Send payment link emails one of them again while something on it is still owed — its window lists What was sent the same way — and Cancel link stops one working; the invoices, and anything already paid on them, stay as they are.

The Overview

Invoices in the sidebar opens on the Overview: what you are owed, how late it is, and where to chase it. Only finalized invoices with something still owing count toward what you are owed, and an invoice with no due date is never counted as overdue.

Before your first invoice there is nothing to add up, so the page is just a panel headed Send your first invoice, with New invoice on it — and, if card payments are not set up yet, the suggestion to set them up.

Money owed to you

7 open

Overdue

4 past due

Collected, last 30 days

Up 12% on the 30 days before

Average days to get paid

18 days

How late it is

• Not due yet
• 1–30 days late
• 31–60 days late
• 61–90 days late
• Over 90 days late

IllustrationThe top of the Invoices overview. Four figures, each one a link to what it counts: Money owed to you with how many invoices are open, Overdue with how many are past due, Collected, last 30 days with how that compares to the 30 days before, and Average days to get paid. Below, How late it is: one bar split by how late the money is — not due yet in grey, then darker shades the later it is — with a legend naming Not due yet, 1–30 days late, 31–60 days late, 61–90 days late and Over 90 days late, each with its amount. Clicking a part of the bar, or its name in the legend, narrows the invoice list below to just those invoices.

• Each figure opens what it counts. Money owed to you opens the invoice list showing the Unpaid, Part paid and Overdue invoices; Overdue just the overdue ones; and Average days to get paid the Paid invoices it is measured on. Collected, last 30 days opens Payments → Payment Tracker showing the payments put toward invoices in the last 30 days — for anyone who can open the Payment Tracker.
• Open estimates get a line of their own under the figures while you have any out — sent or accepted, and not yet made into an invoice: how many and what they come to, beside “Not counted as money owed until invoiced”. They are never part of Money owed to you. Click it to open the Estimates tab; Sending an Estimate covers the rest.
• If you have more than one business, pills above the figures — All businesses, your dealership, then each business — narrow every figure and list on the page to one of them. Each figure still opens the invoice list narrowed the same way, except Collected, last 30 days, which is not a link while one business is picked, because the Payment Tracker cannot narrow to a business. Invoicing for More Than One Business covers the rest.
• How late it is is a filter as well as a picture, and shows while anything is owed: click a part of the bar, or its name, and the list below shows only those invoices; click it again, or the tag that appears, to go back.
• Invoices, the list below, has three views. Recent is your latest invoices, whatever their status, drafts included. Past due is what is late, the most overdue first, and Open is everything still owed. It opens on Past due when anything is late, and on Recent when nothing is. On a past-due or open invoice, Send reminder emails it to your customer again; it shows when the invoice has an email address and your business is verified. See all invoices opens the full list.
• Who owes you lists the customers owing the most. Each name opens their billing profile, and See all customers opens the Customers tab.
• Collected per month shows the last six months, by the day the money was paid, and Recent activity the latest payments, invoices issued, sent and opened.

The full list

The Invoices tab is every invoice you have, to search, sort and filter. Status uses the same words as the tag on each invoice — Draft, Unpaid, Part paid, Overdue, Paid, Voided and Written off — so picking one shows exactly the invoices wearing that tag. You can also filter by number, by customer and by total — and, if you have more than one business, by Business, which is then a column too. New invoice is here as well, with New Estimate and From a template… behind its arrow, and a dealer with no invoices yet sees the same first-invoice panel as on the Overview. Estimates are not in this list; they have their own tab.

Where invoices show up elsewhere

• On the deal jacket itself, under Invoices in its section bar — every invoice raised for that deal, what is still owed on each, and a button to raise another. Its payment list also marks which payments arrived through an invoice.
• On a customer’s record, under Invoices — the same figures, invoices, estimates, payments and payment links as their billing profile, with Take payment and New invoice (its arrow holds New Estimate and From a template… here too). Their Bill to details are the one thing it leaves to Open their billing profile: the record already edits the customer.
• On Payments → Payment Tracker, where each payment shows the invoice numbers it was put toward.

Settings

Invoices → Settings is your dealership’s invoice settings. Settings for, at the top, lists your dealership and then each business you have added, with Add a business — if you trade under more than one name, Invoicing for More Than One Business covers the business pages. Your dealership’s own name, address and logo are not kept here; the page links to where they are.

• Invoice and estimate numbers — what invoice numbers start with, how many digits they have and the next one, and the same for estimates (Estimates start with, Next estimate number). A line underneath shows the next of each. Numbers are handed out when you finalize, so a change here affects what you finalize from then on, not what you already sent.
• Defaults for new invoices — Days to pay, Estimates valid for (days), the Tax rate (your dealership’s own rate, or A different rate), Payment terms and a Footer note, which is printed at the bottom of every invoice. None of it changes an invoice you have already finalized.
• Getting paid — what a new invoice link offers. Let customers pay online, Allow partial payments and Customer pays the card fee are all on to start with, the last with its Fee % and Plus a flat fee.
• Design — how your invoices look: Standard layout, or one of your own designs. Manage designs opens Invoice designs, where you make and change them; each design lists the businesses that print with it under Used by. Removing a design sends those businesses back to Standard layout, and invoices already finalized do not change.
• Saved items and Invoice templates sit below.

Save and Cancel are at the bottom, as on your other settings pages, and leaving with changes you have not saved asks you first. Saved items and templates are different: each one saves as you add, change or remove it.