Create and track invoices

An invoice belongs to the selected Personal or team context and bills one of that context's contacts. /invoicing shows what the context is owed and has separate Draft, Due, Overdue, Paid, and Void tabs. Each invoice appears in one status only. Searching or choosing a contact also scopes the tab counts and the outstanding totals.

Choose New invoice to open the editor. A new draft starts with one item. Its due date comes from the selected contact's payment terms when set, and otherwise from the context's invoicing defaults. Changing the contact or issue date updates that date until you enter one yourself. Zero payment days means payment on receipt.

The contact, dates, currency, line items, discount, tax, notes, and terms save together. Items can be moved with the arrows. Removing one can be undone before leaving the editor, and the totals update while you type. Magpie validates every field and recalculates the totals on save. If validation fails, the entered values remain in the editor. Leaving to add a contact also preserves the draft and returns to it with the new contact selected.

Saving creates a draft. Drafts can be edited or deleted. Review and send issues the invoice and emails its PDF. Issuing makes its number, customer and seller details, dates, items, amounts, notes, terms, and PDF final. An issued invoice cannot be edited or deleted. Duplicate it to create a new draft instead. An invoice needs at least one described item and a total above zero before it can be issued.

An issued unpaid invoice is Due or Overdue. Mark as paid records payment in Magpie; it does not charge a card. Mark as unpaid reverses that record. A paid invoice can still be sent again. Void keeps an unpaid issued invoice and its PDF on record while stating that no payment is due. Reopen returns it to unpaid. A void invoice cannot be sent.

Duplicate is available for any invoice and opens a new editable draft with the same contact, items, and terms. It uses a new number and current default dates. This is the safe way to bill recurring work without changing history.

Plan limits apply to invoices created per month, not to editing or resending an existing one.

If a draft cannot be saved or its totals remain wrong after reloading it, Contact support.