Invoices

Invoices bring together what you are charging, when payment is due, how the client can pay, and the payments or credits already applied. You can prepare a draft on your phone, review the document, and issue it with or without an email.

From work to payment

1. Create an invoice, or start one from the connected work's project panel.
2. Select the client and check the items, currency, tax, discounts, and payment terms.
3. Add payment instructions and any money already received or available client credit.
4. Preview the invoice, then save a draft or issue it. Review the email if you are sending a copy.
5. Track the balance and record payments received outside TREVY. Successful Stripe payments are recorded through the integration.

Issuing finalises an invoice. Emailing delivers a copy. Recording a payment updates the amount collected. These are separate steps: an issued invoice is not necessarily sent or paid.

Invoice guides

Guide	What it covers
Create and edit invoices	Clients, items, expenses, tax, discounts, drafts, and numbering.
Preview, issue, and send	Review, email, manual delivery, PDFs, and delivery problems.
Manage invoices	Status, activity, notes, files, and connected projects.
Payment terms and reminders	Due dates and pre-due or overdue follow-ups.
Payment methods and Stripe	Bank instructions, wallets, payment links, and card payments.
Record payments	Full or partial payments, prepayments, and confirmations.
Client credit	Apply available credit to a new invoice.
Credit notes and refunds	Correct an issued invoice, retain credit, or return money.
Invoice settings	Reusable notes, terms, and payment details.

For related jobs, quotes, expenses, and credit notes, see Projects. To practise without creating real billing records, see Demo documents.