Invoices

What The Invoices Page Is

Invoices, in the sidebar, lists every invoice in one searchable place: those created from accepted quotes on the check page, and any brought across from Gas Engineer Software when you switched. From here a manager can download the PDF and send or resend it to the customer, so the team never loses sight of who has and has not paid.

• Each invoice shows its number, customer, issue date, amount and status (Draft, Sent, Paid, Overdue or Void), with a PDF link and, for managers, a Send or Resend action.
• Search, filter by status, sort, and page through the ledger like any other Manifold list.
• New invoices are created from an accepted quote with Create invoice on the check page; the list itself has no manual add or edit.
• New billable work starts as a quote; once accepted, Create invoice raises a numbered draft that falls due after your payment terms, and Send emails the customer the PDF and marks it Sent.

What Shapes A New Invoice

• Payment terms (default 14 days), whether you are VAT registered, and the CIS deduction card all live under Settings, then Organisation, and set the due date, the net, VAT and gross breakdown, and any CIS deduction on each new invoice.
• Invoices are numbered INV-00001 upwards. The PDF carries your bank details from the Accounting settings.
• A Void invoice cannot be sent, and a resend never moves a Sent, Paid or Overdue invoice backwards.

Importing Invoice History

Bringing invoice history across at the same time as customers and properties means a migrated portfolio looks complete from day one, rather than showing renewals and compliance but a blank billing history.

• Use Import CSV on the Invoices page to load historical invoices in bulk.
• Imports preview before anything is written, and every import can be undone from the result screen.
• Bringing history across means overdue and paid states stay visible after you leave your old software.
• See Switch From Gas Engineer Software for the wider migration this import is designed to complete.