TABLE OF CONTENTS

Create Invoice
Edit General Invoice Settings
Manage Invoice

Create Invoice #

Ready to send your first invoice? Great! Here’s the simplest way to create one:

1. Navigate to Payments > Invoices & Estimates.
   
2. Click New > New Invoice.
   
   
   
3. Configure your invoice with details (items, prices, customer info).
   
4. Click Save.
   
5. Finally, click Send.
   
   
   

Next, you can:

• Explore adding payment plans to help your customers.
• Set up recurring invoices for ongoing services.
  

Learn More

• How to create invoices in aiXios
• How to add Payment Plans to your Invoices? 
• How to create recurring Invoices 
• How to create invoices in aiXios (Mobile App)

Edit General Invoice Settings #

Customizing your invoices makes your brand stand out and ensures clarity. Here’s how to make your invoices uniquely yours:

1. Navigate to Payments > Invoices & Estimates.
   
2. Click the Settings (gear icon).
   
   
   
3. Adjust your general settings (add your logo, company info, default payment terms).
   
4. When you’re satisfied, click Save.
   
   
   

Next, you can:

• Set up recurring invoices to streamline regular billing.
• Adjust your payment schedules to manage partial payments smoothly.
  

Learn More

• How to Edit Recurring Invoices 
• Editing of Payment Schedules and Partially Paid Invoices 
• How to Use Invoices in the Mobile App

Manage Invoice #

Keeping track of your invoices helps you stay organized and ensures timely payments. Here’s how to quickly manage your existing invoices:

1. Navigate to Payments > Invoices & Estimates.
   
2. Find the invoice you’re looking for in the invoice list.
   
3. Review its status (e.g., Draft, Sent, Paid).
   
   

Next, you can:

• Follow up with customers directly from the invoice view.
• Create new estimates or invoices based on previous ones.
  

Happy invoicing!