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Documentation Index

Fetch the complete documentation index at: https://www.billingserv.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

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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.
  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.