Managing invoices

Invoices in Arez are used to record billable work, track payments, and share final charges with clients. From one place, you can create an invoice, add or amend items, record payments, and send or print the final document. Keeping invoices accurate and up to date helps avoid disputes and ensures a clear financial audit trail.

Creating an invoice

To create an invoice, open Invoices and click + Invoice. Enter the required details such as client, invoice date and reference, then save. Once created, the invoice opens in the detail view where items, notes and payments can be managed.

Adding items and reviewing totals

Invoice items are added directly within the invoice. Use + Item to include labour, materials or other charges, completing the mandatory fields before saving. Items appear immediately in the invoice table, where quantities, prices and tax values can be reviewed and adjusted if needed. Totals update automatically as changes are made.

Editing details and using notes

If invoice details need updating, select Edit to make changes. The Notes section should be used to record supporting information such as client approvals, PO numbers or explanations for adjustments. These notes remain attached to the invoice for reference and audit purposes.

Recording payments

Payments are recorded from the Payments section of the invoice. Select Add Payment, enter the payment details and confirm. The invoice balance updates automatically to reflect the amount paid and any outstanding balance.

Sharing and printing invoices

Once ready, invoices can be shared or printed directly from the invoice screen. Use Share invoice by email to send the invoice to the client, or use the print option to download a copy. A shareable invoice link can also be copied where required.

Notes

• Always check item values and tax codes before sharing an invoice.

• Use notes to record approvals or client-specific references.

• Record payments promptly to keep balances accurate.

Summary

In Arez invoices are created from the Invoices list, built by adding items, updated through notes and edits, and completed by recording payments. Invoices can then be shared or printed, with all activity clearly recorded for visibility and audit.