Guides
Create an Invoice
Generate invoices and track payments.
Generate invoices with line items and payment tracking.
Invoices can also be generated automatically from a proposal when this option is enabled in the proposal template settings. Line items carry over automatically.
Creating an invoice
- Open an item's detail view
- Go to the Invoices tab
- Click "Create Invoice" and configure:
| Title | Name of the invoice |
| Currency | Currency used for the invoice |
| Due Date (optional) | When payment is due |
| Template (optional) | Select a template to automatically fill content |
| Line items (optional) | Add products or services from your catalog with description, quantity, and price |
| Client Notes (optional) | Notes visible to the recipient |
| Terms & Conditions (optional) | Payment terms, conditions, or other details |
Sending the invoice
| Send by email | The contact receives a link to view and pay |
| Copy link | Share the public invoice URL directly |
Recording payments
When you receive a payment:
- Open the invoice
- Click "Record Payment"
- Enter the amount, date, and reference number
- Save
The invoice status updates automatically:
| Unpaid | No payments recorded |
| Partially Paid | Some amount received |
| Paid | Full amount received |
Managing invoices
Invoices are managed from the item detail view under the Invoices tab. Invoice templates can be configured in Settings → Invoices.
The public invoice page allows recipients to view the full invoice without a Slate account.
Invoices are retained for 10 years for tax and legal compliance.