An invoice

Step by step

A DRAFT invoice can be changed: amend what a line charges, add a one-off line, waive a line or apply a discount, then Issue it. Issuing is what makes it a document.
Once issued, the lines are fixed. To change an issued invoice, void it and raise it again.
Kilometres and travel print directly under the service they were delivered with, and say which item number they go with. Lines CSV hands the same thing to a spreadsheet, with a Paired with column.
Email invoice sends it with your message. Each send is listed under Emailed on the invoice — who it went to, and whether it failed and why.

An invoice names a provider only when every line was delivered by ONE person. Split the run by staff member if the payer needs a named provider.
Amending a line changes what is CHARGED only.
Drafts are off unless your organisation has turned them on (Settings → Organisation). With them off, an invoice run issues invoices straight away, as it always has.
Where one visit billed more than one service, the travel line says "with this visit" and names them all rather than picking one.
Lines CSV is our own export, for reading in a spreadsheet.

Record money received against this invoice.

Take a card payment on the terminal for this invoice.

Take a payment off this invoice — one recorded here, taken on a terminal or paid online — so it owes that amount again, or so it can be voided.

A card payment comes off only after you have refunded it in Stripe and ticked that you have.
A payment matched from a receipt is taken off in that receipt instead.

Change what a draft line charges — its quantity, its unit price or its description.

Reduce a line by a dollar amount or by a percentage, with the reason that prints beside it.

The discount and the reason both print on the invoice, so whoever pays it sees what came off and why.
Discounting a line that is claimed to a funder reduces what you claim. That is usually the intention; it is worth being sure it is.

Take a line off the invoice by reducing it to nil while leaving it on the document.

GST is set per line here. Check it against how the rest of the invoice is treated.

Send this invoice to whoever pays it.

The address is filled in from the invoice's billing email.
Standard writes the message for you and names the invoice, the person and the amount. Custom is yours to write; typing anything switches to Custom so the message you can see is the message that goes.
Sending an issued invoice marks it Sent.
The PDF is rebuilt if anything on the invoice has changed since it was last produced, so what the payer receives is always the invoice as it stands now.
Every send is recorded on the invoice under Emailed, and on the client's record — including the ones that failed.
Sending is switched on when your organisation goes live. Until then the dialog says so and the Send button stays off.

This is the help Corella shows on this screen, word for word, written in its default words: client and carer.