Talk to us

Accounting · Invoices

Good work deserves
a proper invoice.

Create, send, and track invoices from your customer and catalog records. Email them with reminders, share a payment link, set payment schedules, issue credit notes, and run recurring invoices and subscriptions. Add custom invoice fields in Studio.

Talk to us

Invoice INV 001

Issue date
Oct 01, 2026
Currency
USD
Due date
Oct 15, 2026
Serial number
INV 001

Billed by

Alder & Finch Supply

214 Mill Street

Leesburg, VA 20176

Billed to

Bluebird Studio

88 Harbor Lane

Annapolis, MD 21401

DescriptionQtyRateAmount
Studio LED panel kit 4$300.00$1,200.00
On site setup and training 8$125.00$1,000.00
Freight and handling 1$64.15$64.15
Subtotal
$2,264.15
Tax (6%)
$135.85
Total
$2,400.00
Amount paid
$2,400.00
Amount due
$0.00

Accepted payment methods

  • Card · Pay online
  • ACH bank debit · Pay online
  • Bank transfer

Thank you for your business.

Customer and catalog context

Use the customer, stored product or service price, currency, and payment terms already held in the workspace.

Calculated by the accounting engine

Totals, tax, document numbering, and journal effects are handled by the business logic behind the invoice.

The billing lifecycle

Follow invoices alongside credit notes, subscriptions, and receivables aging in the invoicing workspace.

Illustrative sample records. Not a live workspace.

Three steps, one invoice.

From delivered work to a clear amount due.

  1. Prepare the invoice

    Choose the customer and the products or services being billed.

  2. Review the document

    Check the calculated totals, terms, and customer details before issuing or sending.

  3. Follow the balance

    Track payments and the remaining receivable against the same invoice.

From draft to paid.

Each status is a word you can filter the Invoices list by. The main line is the usual path to Paid.

  1. Draft

    Being prepared and not yet issued.

  2. Sent

    Emailed to the customer once you have checked the recipient, or marked as sent without an email.

    INV 002 · Northwind Traders$1,800, due Oct 29, 2026

  3. Viewed

    The first time the customer opens the payment link page, the status changes to Viewed.

  4. Paid

    Payments cover the total, the amount due reaches $0 and the invoice shows Paid.

    INV 001 · Bluebird Studio$2,400, paid Oct 12, 2026

Two states sit off the main line.

  • Partially paid

    A payment arrived and a balance remains.

    INV 003 · Acme Corp$600 due of $1,200

  • Overdue

    The due date has passed with a balance open.

    INV 004 · Harbor Supply Co$900, due Oct 09, 2026

Total invoiced
$6,300
4 issued
Outstanding
$3,300
3 unpaid
Overdue
$900
1 overdue
Collection rate
47.6%
paid against issued value
AR Aging Outstanding receivables bucketed by how overdue they are.
CustomerCurrent1 to 3031 to 6061 to 90Over 90 daysTotal
Northwind Traders$1,800$0$0$0$0$1,800
Acme Corp$600$0$0$0$0$600
Harbor Supply Co$0$900$0$0$0$900
Total outstanding$2,400$900$0$0$0$3,300

Not yet due $2,400Overdue $900

Make the invoice yours.

Four examples of what a business changes, then every control behind them.

  1. A "Delivery route" field

    A small distributor adds the route to every invoice so the warehouse can sort loads.

  2. A "Customer PO number" field

    Make it required for trade customers so purchase orders always match.

  3. Weekly overdue reminders

    A workflow finds overdue invoices every Monday and sends a reminder by email.

  4. Thank you on payment

    When a payment is received, a workflow sends a short thank you to the customer.

Controls around invoices

  • Fields and layout in Studio

    Add your own invoice fields, group them in sections, make them required or conditional, and relabel what is shown. Amounts, tax and numbering stay protected.

    See Studio

  • Workflows and automations

    Start a workflow when an invoice is created, becomes overdue or is paid, so reminders and thank you notes send themselves. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Roles and permissions

    Decide who can see, create and change invoices, down to records and fields, with custom roles.

    Every paid plan See Users and Roles

  • Agaro Agent

    Ask about your invoices in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    When invoices needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    Scale and up See custom modules

  • App Builder

    Build a website, document, slides or internal app next to your invoices, described in plain words.

    Every paid plan See App Builder

  • Open API and MCP

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

    Scale and up

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Read more: From lead to payment: how one record travels through your business, Why the ERP, not the AI, should calculate invoices, payroll and stock

The invoicing workspace.

  1. Quotes and estimates

    Prepare the proposal using the same document authoring and customer context as invoices.

    See Quotes

  2. Credit notes

    Keep customer adjustments in the credit note workflow alongside the original accounting context.

  3. Subscriptions

    Follow recurring billing through the subscriptions workspace.

  4. Receivables aging

    Review outstanding customer amounts by age in the AR Aging view.

Next to invoices.

Invoices connect the customer and catalog to payments, receivables, tax, and accounting reports.