✅ 1. How Invoices Are Created

There are two ways invoices are created in freehand:

• Automatically from a Quote
  • When you create a quote, a matching invoice is also created.
  • If your quote includes a deposit, the invoice will show the remaining balance.
  • If your quote doesn’t include a deposit, the invoice will show the full amount.

• As a Standalone Invoice
• You can manually create an invoice with or without a payment link button anytime by:
  • Opening the commission or project record
  • Scrolling to the Quotes & Invoices section
  • Clicking “Add Invoice”

✅ 2. Viewing Invoices

You’ll find all existing invoices (and quotes) in the Quotes & Invoices section at the bottom of the commission or project record page.

From here, you can:

• Open any invoice
• Edit or delete it
• Toggle its visibility for the client

✅ 3. Editing an Invoice

When you open an invoice, you’ll see an Edit button at the top. From there, you can:

• Update invoice details (price, description, etc.)
• Add your business name and contact details in a header (optional)
• Add a Stripe payment link (optional)
• Save the invoice as a template for future use

💡 If you’re using a different payment method, simply leave the payment link empty—it won’t display for the client.

✅ 4. Invoice Status

When an invoice is created, it’s set to Pending by default.

The status is visible:

• Inside the invoice itself
• On the Dashboard
• On the Quotes & Invoices pages
• On the associated client’s record

✅ 5. What Clients See

When you toggle an invoice to be visible, the client can view it in their portal.

• If you added a Stripe payment button, they can pay securely online through Stripe.
• If no payment link was added, the invoice will simply show the amount due and any notes you’ve provided.

✅ 6. Marking an Invoice as Paid

When you’ve received the payment:

• Open the invoice
• Click the “Paid” button at the top (this is hidden from clients)
• The invoice status will change to Paid
• The payment will also be recorded in:
  • The linked commission or project record
  • The client’s record
  • The Dashboard

✅ 7. Deleting or Archiving

• You can edit or delete any standalone invoice if it’s no longer needed.
• Invoices linked to quotes are best managed by updating or deleting the associated quote.

✅ 8. Summary of Workflow

• Create a quote → invoice auto-generates
• Or create a standalone invoice manually
• Keep it hidden until you’re ready for the client to see it
• Add a Stripe payment link for easy, secure payment
• When payment is received, mark it as Paid and it will update across all linked records