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 — open the order's Invoice tab and click Send to bill across the order, or Invoice shipment on a shipment to bill for exactly what shipped
- Every invoice also appears on the dedicated Sell > Invoices page, which lists invoices across all orders for filtering, sending, and payment tracking
- One order can have multiple invoices — for example, one per shipment
- 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.