Invoices
nyayx.com/dashboard/invoices
The Invoices list — status, amount, and client at a glance
Creating an invoice
1 Open Finances → Invoices
Click Finances in the sidebar, then click the Invoices tab.
2 Click New Invoice
Click New Invoice in the top right.
3 Fill in invoice details
- Client — the client to bill (required)
- Case — optionally link to a specific case
- Line items — add one or more services with description, quantity, and rate
- Invoice date — defaults to today
- Due date — when payment is expected
- Notes — any terms or notes for the client
4 Review and create
The invoice total, GST (if applicable), and grand total are calculated automatically. Click Create Invoice.
Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Created but not sent to client |
| Sent | Shared with client (via PDF/link) |
| Paid | Payment received and marked |
| Overdue | Past due date, not yet paid |
| Cancelled | Invoice voided |
Marking an invoice as paid
Open the invoice → click Mark as Paid → enter the payment date and optionally the payment method. The Collected total on the Finances overview updates immediately.