Invoicing

Create professional invoices, track payment status and reconcile receipts - all from one place.

Creating an invoice

1. Go to Finance → Invoices → New Invoice
2. Select or create the customer
3. Set currency and payment terms (Net 7, Net 30, Due on Receipt, etc.)
4. Add line items with description, quantity, unit price and tax rate
5. Add any notes or payment instructions
6. Click Save as Draft or Send to Customer

Invoice statuses

• draft - Not yet sent to customer
• sent - Emailed to customer, awaiting payment
• partially_paid - Partial payment received
• paid - Fully paid and reconciled
• overdue - Past due date, unpaid
• cancelled - Voided (creates reversal journal entry)

Recording a payment

Open the invoice, click Record Payment. Enter the amount received, payment date and payment method. If the amount is less than the invoice total, the invoice moves to partially_paid.

Recurring invoices

Enable recurring billing on any invoice template. Set the frequency (weekly, monthly, quarterly) and Udala will auto-generate and send invoices on schedule.