> ## Documentation Index
> Fetch the complete documentation index at: https://usepike.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoicing

> Manage invoices, drafts, line items, and send by email.

**Finance** → **Invoicing** manages invoice drafts and sent invoices in an inbox-style layout, list on the left, preview on the right.

## Invoice inbox

Each row shows customer, amount, due date, status, number, and title. Sort by last created, due date, issued date, or title, and search by customer or title.

## Create an invoice

1. Click **+ Create invoice**.
2. Select a **Customer**.
3. Click **Create** to open the draft editor.

### Required fields

* **Customer**: locked after the first line item is added if time entries are linked
* **Project**: filtered to the customer's projects
* **Line items**: at least one row (see below)
* **Due date**, **Issued at**, and **Currency**

Optional **Title** and workspace **From** / customer **To** contacts appear on the PDF the same way as on deals.

## Line items

Each line is tied to a **product** from [Finance settings](/docs/finance/settings).

| Column | Purpose |
| - | - |
| Product / description | What you are billing |
| Quantity | Units |
| Unit price | Rate per unit |
| Discount | Row-level discount when enabled |
| Tax rate (%) | Tax on that line |

Totals roll up tax-inclusive amounts. Mixed rates appear as grouped tax rows on the preview and PDF.

### Add lines

* **Choose time entries**: for time-and-materials work; pulls approved, unbilled entries and marks them billed when confirmed
* **Choose product only**: for fixed-price or manual lines

Use the row menu for **Description**, **Add cost** / **Remove cost**, or delete. **Add cost** picks a supplier and unit cost and shows margin like on deals.

## From and To contacts

**From** lists [workspace contacts](/docs/finance/settings). **To** lists the customer's contacts. Defaults use each side's primary contact when available.

## Send and download

On a **Draft** invoice:

* **Send** → **Send as email**, multiple recipients, editable subject and body, PDF attached (same flow as deal quotes)
* **Download PDF**: save locally
* Connected accounting integrations may offer **Send to** your bookkeeping system instead

Send and edit actions follow invoice status and integration rules, locked invoices stay read-only after they leave draft.

## Statuses

Draft, Sent, Paid, and Overdue. Changing status away from **Draft** locks the invoice for editing to preserve accounting history.

> **[Deals](/docs/customers/deals)**
>
> Quotes, margin on line items, and send quote by email.


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