# Invoicing Features

Tillage's invoicing system automates billing with smart scheduling, recurring invoices, and automatic reminders. Create professional invoices that get paid faster.

## Creating Invoices

### From a Quote

When a quote is approved:
1. Click "Create Invoice"
2. Line items are pre-populated
3. Set due date
4. Send to client

### From a Contract

Contract payment schedules automatically generate invoices:
- Deposit invoices on signing
- Milestone invoices when triggered
- Recurring invoices on schedule

### Manual Creation

Create standalone invoices:
1. Go to Invoices > New Invoice
2. Select client
3. Add line items
4. Set payment terms
5. Send

## Invoice Details

Each invoice includes:

- **Invoice number** - Auto-generated (customizable format)
- **Issue date** - When the invoice was created
- **Due date** - Payment deadline
- **Line items** - Services with quantities and pricing
- **Subtotal** - Before any adjustments
- **Discounts** - If applicable
- **Tax** - If configured
- **Total** - Final amount due
- **Payment link** - One-click payment access

## Recurring Invoices

Automate billing for retainers and ongoing services:

### Setting Up Recurring Billing

1. Create a contract with Ongoing Services block
2. Configure:
   - **Frequency** - Weekly, monthly, quarterly, annually
   - **Start date** - When billing begins
   - **End date** - Optional end date
   - **Auto-send** - Automatically email when generated
3. Invoices generate automatically

### Recurring Frequencies

- **Weekly** - Every 7 days
- **Monthly** - Same day each month
- **Quarterly** - Every 3 months
- **Biannual** - Every 6 months
- **Annually** - Once per year

### Smart Variable Naming

Use variables in recurring invoice titles:

`{clientName} - {month} {year} Retainer`

Becomes: "Acme Corp - January 2025 Retainer"

Available variables:
- `{clientName}` - Client's company
- `{month}` - Current month (January)
- `{year}` - Current year (2025)
- `{monthYear}` - Combined (January 2025)

## Invoice Reminders

Automatically follow up on overdue invoices:

### Configuration

In Settings > Invoices:
- **Enable reminders** - Turn on/off
- **First reminder** - Days after due date (default: 7)
- **Follow-up interval** - Days between reminders (default: 7)
- **Maximum reminders** - Limit or unlimited

### Reminder Emails

Customize your reminder templates:
- Subject line with variables
- Email body with payment link
- Professional, friendly tone
- `{daysOverdue}` variable shows urgency

### Timezone-Aware

Reminders send at 9 AM in your configured timezone—professional timing for your clients.

## Invoice Status

Track invoices through their lifecycle:

- **Draft** - Created but not sent
- **Sent** - Delivered to client
- **Viewed** - Client opened the invoice
- **Overdue** - Past due date, unpaid
- **Paid** - Payment received
- **Partially Paid** - Partial payment received

## Payment Methods

Configure which payment methods to accept:

### Per-Invoice Settings

- **Credit cards** - Visa, Mastercard, Amex, Discover
- **Bank transfers** - ACH direct debit
- **Both** - Let client choose
- **Payment method note** - Optional message about payment options

### Convenience Fees (Premium)

Pass processing costs to clients:
- Set fee as percentage or fixed amount
- Applies only to credit cards (not ACH)
- Client sees fee before paying
- Configure per invoice or team-wide

## One-Click Payment

Clients pay with a single click:

1. Client receives invoice email
2. Clicks "Pay Invoice" link
3. Enters or selects payment method
4. Confirms payment
5. Receives confirmation

No login required. Works on any device.

## Quick Actions

Manage invoices efficiently from the list view:

- **Mark as Paid** - Record offline payment with date
- **Mark as Unpaid** - Revert paid status
- **Send Reminder** - Manual reminder email
- **Duplicate** - Copy to new invoice
- **View** - Open invoice details
- **Download PDF** - Export for records

## Invoice Numbering

Customize your invoice number format:

### Format Options

- `{YYYY}-{MM}-{###}` → 2025-01-001
- `INV-{YYYY}-{###}` → INV-2025-001
- `{###}` → 001, 002, 003...

### Settings

- **Prefix** - Text before the number (e.g., INV)
- **Format** - Pattern with year, month, sequence
- **Starting number** - Begin from any number

## Purchase Order Support

Track client PO numbers:
- Add PO number to invoices
- Appears on invoice and PDF
- Searchable in invoice list
- Required by some enterprise clients

## Tax Support

Configure tax settings:

- **Tax rate** - Percentage to apply
- **Tax label** - "Tax," "VAT," "GST," etc.
- **Per-item tax** - Different rates per line item
- **Tax inclusive** - Prices include tax
- **Compound tax** - Multiple tax components

## Line Items

Invoice line items include:

- **Title** - Brief description
- **Description** - Detailed scope
- **Quantity** - Units or hours
- **Unit price** - Rate per unit
- **Line total** - Calculated amount

From quotes, line items preserve locked pricing.

## PDF Export

Generate professional PDF invoices:

- Your logo and branding
- Clean, professional layout
- Payment instructions
- QR code for payment link (optional)
- Print-ready format

## Email Customization

Customize invoice emails:

- **Subject line** - With smart variables
- **Email body** - Custom message
- **Reply-to address** - Your business email
- **Payment link** - Automatically included

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*Related: [Recurring Retainers Guide](/llms/guides/recurring-retainers.txt) | [Payments](/llms/features/payments.txt) | [Smart Variables](/llms/reference/smart-variables.txt)*