Invoices

Overview

The Invoices module enables you to create professional invoices, send them to customers, track payments, and manage your accounts receivable. ABBPay supports multiple invoice templates, multi-currency invoicing, recurring invoices, and integrated payment collection.

Accessing Invoices

Navigate to Account > Money In > Invoices tab.

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Invoice Dashboard

At the top of the Invoices page, an analysis panel displays 4 key metrics:

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Invoice List

The invoice list displays all your invoices in a searchable, sortable data table with filters.

Available Actions

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Create Invoice

How to Create an Invoice

1. Click the Create Invoice button.
2. You will be taken to the invoice creation page.

Invoice Form Fields

Header Information

Line Items

Each invoice can contain multiple line items. For each item:

To add a line item: Click the Add Item button below the items table. To remove a line item: Click the delete icon on the right side of the line.

Global Tax & Discount (Optional)

Notes & Terms

Invoice Totals (Auto-Calculated)

Save Options

After completing the form, choose one of three save actions:

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Edit Invoice

1. From the invoice list, click Edit in the actions dropdown, or click the edit icon on the invoice detail page.
2. The edit form opens with all existing data pre-populated.
3. Modify any fields as needed.
4. Click Save and View Preview or Save and Return to List.

Note: The Invoice ID field is editable but must remain unique across all your invoices.

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View Invoice

Invoice Detail Page

Click on an invoice or select View from the actions dropdown to open the detail page.

Displayed Information

Header Section:

• Invoice number and status badge
• Invoice date
• Action buttons (Edit, Send, Add Payment, WhatsApp, Print)

Client Information:

• Customer name, contact details, and address

Line Items Table:

• All products/services with quantities, prices, tax, discounts, and totals

Payment Summary:

Payment History:

• Table showing all payments received with date, amount, and payment method

Notes & Terms:

• Any notes or terms attached to the invoice

Invoice Status Badges

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Record Payment

Adding a Payment to an Invoice

1. From the invoice detail page, click the Add Payment button.
2. A payment form slide panel will appear.

Payment Form Fields

3. Click Save to record the payment.

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Send Invoice

Send via Email

1. From the invoice detail page, click the Send button (paper airplane icon).
2. The invoice will be emailed to the customer's registered email address.
3. A confirmation message will appear.

Send via WhatsApp

1. From the invoice detail page, click the WhatsApp button.
2. A slide panel will appear with two options:

3. Enter or confirm the recipient's phone number (with country code).
4. Click Send.

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Print Invoice

1. From the invoice detail page, click the Print button (printer icon).
2. The invoice will be downloaded as a PDF file.
3. You can also access the print view directly from the invoice list.

Invoice Templates

ABBPay offers 10 professionally designed invoice templates:

Select your preferred template in the invoice creation form or in Settings > Invoice Settings.

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Delete Invoice

Single Delete

1. Click Delete from the actions dropdown in the invoice list.
2. Confirm the deletion in the dialog.

Bulk Delete

1. Select multiple invoices using the checkboxes.
2. Click the Delete Selected bulk action.
3. Confirm the bulk deletion.

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Export Invoices

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Invoice Workflow Summary

Create Invoice → Save as Draft
                    ↓
              Edit/Review
                    ↓
              Send to Customer (Email or WhatsApp)
                    ↓
              Customer Views Invoice
                    ↓
              Record Payment(s)
                    ↓
              Invoice Marked as Paid (when fully paid)