Bill clients and manage receivables
Create detailed invoices, track line items, and monitor payment statuses.
Undesk Team
20 Jan 2027
Watch Invoices in action
Coming soon (2:45)
About This Feature
The Invoices feature is a robust billing engine that lets you create detailed invoices for your clients. You can track the exact status of every invoice in your workspace, ensuring you always know who owes you money. It integrates deeply with your other tools, so you can pull up a client and instantly see their entire billing history.
What You Can Do
Create custom invoices with multiple items, quantities, and rates.
Set specific due dates and issue dates.
Associate the invoice directly with a Client profile.
Update invoice statuses (e.g., Paid, Overdue) to keep analytics accurate.
Requirements
Invoices must be linked to a valid Client record.
Accuracy relies on manually updating the status when you receive payment.
Items are required to calculate the total amount.
Frequently asked questions
Everything you need to know about how this feature works.