InvoiceShelf

Build an estimate with a customer, item lines, expiry date and notes, then send or mark it sent. InvoiceShelf tracks estimate states including viewed, expired, accepted and rejected. Converting an estimate to an invoice marks it accepted automatically, so check the commercial meaning of that status before using conversion as your approval record.

The invoice editor supports due dates, item lines, taxes, notes and discounts on individual items or the invoice total. The documented lifecycle runs from draft and sent through viewed, overdue and completed; use a sample invoice to check how your team moves between those states.

Record money received as a payment entry with date, customer and amount. The invoice link and payment mode are optional, and the features page describes partial as well as full payments. This is a recordkeeping workflow; it does not establish that the customer portal can collect an online card payment.

For regular billing, a recurring invoice can generate documents on a schedule with a count or end-date limit, and can be put on hold. Automatic generation depends on a running server scheduler, so test one harmless cycle and email delivery before using it for real retainers.

Enter an expense with category, date and amount, optionally attaching a receipt. Reports cover sales by customer or item, profit and loss, expenses and taxes. These figures depend on the completeness and categorization of entries, so reconcile a representative period against your accounting records.

A customer portal can show an invoice list, status and PDF download. The operator enables access and sets a password for each customer; test that invitation and sign-in flow with a sample customer before promising self-service access.

Invoices, estimates, payment receipts and statements can be sent through a configured mail transport. The server has default mail settings and a company can use its own configuration, so verify sender identity and delivery before relying on the app for customer notices.