1. Invoices Overview
Roz CRM makes getting paid by your clients very easy and efficient. You are able to bill your customers in a variety of ways. From one -time invoices to recurring invoices, we have made the process easy and intuitive.
The place to start is the invoices pages.



From this page, you are able to view and do the following:
(1)Create a new invoice
(2)Filter invoices, using a detailed filter panel. You can filter invoices by dates, categories, statuses, etc.
(3)Toggle (hide/show) the Quick Stats panels
(4)Search your invoices, using the free text search box.
(5)Delete an invoice
(6)Edit an invoice
(7)Additional invoice management settings, via the quick actions button

2. Creating Invoices
Roz CRM allows you to easily manage your invoices. You are able to create one-time invoices or recurring invoices. The next sections will explain how to create either type of invoice.
You can create a new invoice by clicking on the
(1) Quick Add icon or
(2) Add Invoice Button.



Basic information
Invoice Date
Due Date
Client 
Project Category 
Additional information
Tags
Tags can be any text that allows you to easily identify or highlight important information about the invoice.
Notes
You can add invoice notes, which are not visible to the client Terms & Conditions
Default invoice terms are set via the dashboard settings section. You can change these default terms when you create or edit an invoice



3. Creating A Recurring Invoice
The process of creating a recurring invoice starts with the steps shown above (i.e creating a regular invoice). Once the invoice has been created, you will then have the options to make it a recurring one.

4. Editing Invoices
Once you have created an invoice, you will now want to edit it. The section below will show you how to go about doing it.
(1)Edit invoice:
To edit an invoice, start by clicking the edit invoice button. This will change the invoice from viewing mode to editing mode (as shown in the image above).
(2)Delete invoice:
When you delete an invoice, the following items will be affected.
The Invoice’s Payments – will be deleted.
The Invoice’s Notes -will be deleted.
Expenses – Expenses that were billed on this invoice, will be detached from the invoice and will be marked as not invoiced. They can then be billed on any other invoice.
Billed Hours – Any time that had been billed (i.e. time tracking hours), will be detached from the invoice and be marked as not invoice. The time can then be billed on any other invoice.
(3)Download Invoice
This button allows you to download the invoice in PDF format.
(4)Clone Invoice
This feature allows you to make a duplicate copy of an invoice. You can then attach that invoice to any client or project.
Payments will not be cloned.
Recurring settings will not be cloned.
(5)Recurring Settings
This feature allows you to make the invoice a recurring one, or to stop an invoice from recurring. For detailed information, see the recurring invoices section.
(6)Add A Payment
You are able to add manual payments to the invoice. Payments from any enabled payment gateway (e.g. Stripe, Paypal) are automatically added to the invoice.
(7)Email Invoice
You can use this feature to resend the invoice to the customer. It will be the same email as the one sent when you published the invoice.
(8)Publish Invoice
When you create an invoice, its status is set to Draft. A draft invoice is not viewable by the client. Once you have finished editing your invoice, you can publish it. When an invoice is published, an email is automatically sent to the customer, with the invoice attached. The invoice then becomes viewable by the client.
(9)Set Invoice Dates
This option allows you to set invoice dates.
(10)Add New Blank Line
This will create a new blank line, for you to price/bill.
(11)Add New Time Line
Use this feature is you are specifically billing for time (i.e. hours/minutes). These are ad-hoc hours, different from hours that were logged using the time tracker.
(12)Product Item
To save you time, you can create a database of items that you commonly bill your clients. You can then use this button to quickly select an item to bill. 
(13)Bill An Expense
You can use this feature to bill your clients for any expenses that you incur on their projects (e.g. web hosting charges, materials costs, etc).
(14)Bill Hours Worked
You can use this feature to bill your clients for the time spent working on project tasks (recorded using the time tracking feature). 
(15)Terms & Conditions
Default terms and conditions can be changed via the dashboard settings section. You can also change them on an invoice by invoice basis.
(16)Tax Rates
You various tax rates are created via the dashboard settings section. These tax rates are then available for applying in invoices. You can apply more that one tax.
(17)Discounts
You can apply a fixed or percentage-based discount.
(18)Invoice Notes
You can save notes which are not visible to the client.

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