> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue/invoices.md).

# Invoices

Create invoices, add charges and discounts, set payment terms, send invoices, record payments, process refunds, and follow aging. The invoice area appears when invoicing is enabled for your business and your role includes invoice access. If the invoice area is missing but you need it, contact your business's administrator to review your role.

Online payment collection, saved payment methods, autopay, and automatic sales tax also require a verified Stripe connection.

## Common tasks

* [See and browse all your invoices](/revenue/invoices/see-and-browse-all-your-invoices.md)
* [Create an invoice](/revenue/invoices/create-an-invoice.md)
* [Create an invoice from a job](/revenue/invoices/create-an-invoice-from-a-job.md)
* [Link a job to an invoice and pull in billable items](/revenue/invoices/link-a-job-to-an-invoice-and-pull-in-billable-items.md)
* [Add a line item to an invoice](/revenue/invoices/add-a-line-item-to-an-invoice.md)
* [Apply a discount to an invoice](/revenue/invoices/apply-a-discount-to-an-invoice.md)
* [Set payment terms and the due date on an invoice](/revenue/invoices/set-payment-terms-and-the-due-date-on-an-invoice.md)
* [Send an invoice to a customer](/revenue/invoices/send-an-invoice-to-a-customer.md)
* [Record a payment on an invoice](/revenue/invoices/record-a-payment-on-an-invoice.md)
* [Charge a customer's saved card for an invoice](/revenue/invoices/charge-a-customers-saved-card-for-an-invoice.md)
* [Invoice statuses and what each one means](/revenue/invoices/invoice-statuses-and-what-each-one-means.md)

## All guides

* [See and browse all your invoices](/revenue/invoices/see-and-browse-all-your-invoices.md)
* [Create an invoice](/revenue/invoices/create-an-invoice.md)
* [Create an invoice from a job](/revenue/invoices/create-an-invoice-from-a-job.md)
* [Link a job to an invoice and pull in billable items](/revenue/invoices/link-a-job-to-an-invoice-and-pull-in-billable-items.md)
* [Add a line item to an invoice](/revenue/invoices/add-a-line-item-to-an-invoice.md)
* [Apply a discount to an invoice](/revenue/invoices/apply-a-discount-to-an-invoice.md)
* [Set payment terms and the due date on an invoice](/revenue/invoices/set-payment-terms-and-the-due-date-on-an-invoice.md)
* [Send an invoice to a customer](/revenue/invoices/send-an-invoice-to-a-customer.md)
* [Record a payment on an invoice](/revenue/invoices/record-a-payment-on-an-invoice.md)
* [Charge a customer's saved card for an invoice](/revenue/invoices/charge-a-customers-saved-card-for-an-invoice.md)
* [Invoice statuses and what each one means](/revenue/invoices/invoice-statuses-and-what-each-one-means.md)
* [Filter invoices by status](/revenue/invoices/filter-invoices-by-status.md)
* [Read the aging report on the Invoices page](/revenue/invoices/read-the-aging-report-on-the-invoices-page.md)
* [Attach files or reports to an invoice](/revenue/invoices/attach-files-or-reports-to-an-invoice.md)
* [Can I reverse a payment I recorded?](/revenue/invoices/can-i-reverse-a-payment-i-recorded.md)
* [Filter invoices by aging or source](/revenue/invoices/filter-invoices-by-aging-or-source.md)
* [How your customer pays an invoice online](/revenue/invoices/how-your-customer-pays-an-invoice-online.md)
* [Mark an invoice as uncollectible (write off the balance)](/revenue/invoices/mark-an-invoice-as-uncollectible-write-off-the-balance.md)
* [Receipts, Finalize Without Sending, and Resend](/revenue/invoices/receipts-finalize-without-sending-and-resend.md)
* [Refunds: what the app can and can't do](/revenue/invoices/refunds-what-the-app-can-and-cant-do.md)
* [Run the Tax Remittance Report](/revenue/invoices/run-the-tax-remittance-report.md)
* [Void an invoice (and reopening a voided one)](/revenue/invoices/void-an-invoice-and-reopening-a-voided-one.md)
* [Why can't I edit an invoice?](/revenue/invoices/why-cant-i-edit-an-invoice.md)
* [Why can't I save an invoice?](/revenue/invoices/why-cant-i-save-an-invoice.md)
* [Why can't I send an invoice?](/revenue/invoices/why-cant-i-send-an-invoice.md)
* [Feature availability and setup](/getting-started/getting-started/feature-availability-and-setup.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://learn.withessential.com/revenue/invoices.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.