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What this page is for

The Invoices page is where you manage customer invoices in BillingServ. You can use this page to review invoice records in a table and create new invoices when needed.

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What you’ll see

  • Invoices table
    A list of invoice records so your team can quickly review billing activity. The table is typically used to check invoice details, status, customer, and totals at a glance.
  • Create Invoice
    Action used to create a brand new invoice for a customer.
For most teams, the usual flow is:
  1. Review the Invoices table for existing records.
  2. Click Create Invoice when a new charge is needed.
  3. Save the invoice and confirm it appears in the table.

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Creating a new invoice

When creating an invoice, complete all required billing details before saving.

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Invoice form fields

  • Customer: The account that owns the invoice. Selecting a customer loads their billing details.
  • Invoice number: The identifier shown on the invoice. Follow your numbering policy and avoid duplicates.
  • Payment due: The date or payment timing used to determine when the invoice is due.
  • Type: Identifies whether the record is an invoice or another supported billing document.
  • Status: Shows whether the invoice is pending, unpaid, paid, overdue, refunded, canceled, or in another supported state.
  • Item: The product or service line being billed.
  • Description: The text customers see for the line item.
  • Tax class: Determines which tax rule applies to the line.
  • Price: The unit price before quantity is applied.
  • Quantity: The number of units billed.
  • Charges and discounts: Extra charges or deductions applied to the invoice. Each entry has a description, tax class, and amount.
  • Note: Additional invoice text for the customer or billing record.
The form calculates Subtotal, Tax, and Total from the line items and adjustments. Check those calculated values before saving.
  1. Select the customer the invoice belongs to.
  2. Add one or more invoice line items.
  3. Confirm price, tax, and totals are correct.
  4. Set billing dates and any payment terms required by your process.
  5. Save the invoice and verify it appears in the invoice table.

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Good practice

  • Double-check customer and amount details before saving.
  • Keep line item descriptions clear so customers understand each charge.
  • Review the saved invoice entry in the table to confirm status and total.

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Day-to-day usage

  • Use the invoice table as your billing overview.
  • Create invoices promptly when manual charges are required.
  • Regularly review invoice records to catch billing mistakes early.