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Invoicing

Create professional invoices and send them to clients directly from Shorebird OS.

Creating an Invoice​

  1. Go to Billing → Invoices
  2. Click + New Invoice
  3. Select client
  4. Add line items
  5. Set due date
  6. Click Create

Invoice Fields​

FieldDescription
ClientWho to bill
Invoice #Auto-generated number
DateInvoice date
Due DatePayment deadline
Line ItemsProducts/services
TaxApplicable taxes
NotesAdditional information

Line Items​

Add items to invoice:

  1. Click + Add Item
  2. Enter description
  3. Set quantity and rate
  4. Total calculates automatically

Sending Invoices​

After creating:

  1. Click Send Invoice
  2. Confirm client email
  3. Add message (optional)
  4. Send

Client receives email with invoice attached.

Invoice Status​

StatusMeaning
DraftNot yet sent
SentDelivered to client
ViewedClient opened it
PaidPayment received
OverduePast due date