Invoice
An invoice is a document requesting payment from a customer for goods sold. In Peasy, invoices are standalone entities that track what customers owe you.
How It Works in Peasy
- Invoices are created from a sales order's detail panel using the Create Invoice button
- Invoices are managed from the dedicated Sell > Invoices page — not from inside a sales order
- One order can have multiple invoices
- Each invoice shows line items, totals, and payment status
- Invoices have two status axes: invoice status (Draft → Issued → Canceled) and payment status (Unpaid → Partially Paid → Paid → Overpaid)
- Send invoices to customers via email with a payment link for online payment
- Invoices sync to QuickBooks as accounts receivable when connected
Why It Matters
Invoices close the selling loop — after you take the order and ship the goods, the invoice tracks what's owed. Peasy lets customers pay online directly from the invoice, reducing the time between shipping and getting paid.
