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# Billing & Invoicing

> Invoice CRM accounts, record payments, and issue credit notes.

Billing invoices against **CRM Accounts** directly — there's no separate
"customer" record to keep in sync. Every invoice belongs to an Account, and
can optionally trace back to the Deal it closed from.

## Invoices

Each invoice gets a server-assigned sequential number (`INV-000001`, ...,
per organization) — you never set this yourself. `total`, `amount_paid`, and
`amount_credited` are always computed server-side from the invoice's line
items, payments, and credit notes; a `balance_due` field reflects what's
left (it can go negative on overpayment).

Status moves as money moves:

```text
draft → sent → partially_paid → paid
```

Line items (`InvoiceItem`) carry quantity, price, and an optional discount
percentage; `taxable_value` and `line_total` are computed, not entered. A
line item can also be seeded automatically from a rebilled Expense — see
[Expense Management](/guides/expense).

## Payments

Recording a payment against an invoice updates its balance and status
immediately — this is a manual recording flow (you record that money came
in), not a live payment-gateway integration. A payment's `method` and
`status` are tracked for your records; unsettled statuses are `failed`,
`cancelled`, `refunded`, and `voided`.

## Credit Notes

A credit note reduces what's owed on an invoice by a flat amount and a
reason — useful for refunds, disputes, or write-offs without editing the
original invoice.

## Billing settings

Configure these once per organization, under **Settings → Billing**:

| Setting               | What it controls                                                        |
| --------------------- | ----------------------------------------------------------------------- |
| **Tax rates**         | One or more flat tax rates; one marked default                          |
| **Payment terms**     | Net-days options (e.g. Net 30); one marked default                      |
| **Invoice templates** | Layout/branding for generated invoices; one marked default              |
| **Numbering**         | The number series used per document type (invoices, credit notes, etc.) |

## Related

* [CRM](/guides/crm) — invoices bill an Account, and can link back to the Deal that closed
* [Expense Management](/guides/expense) — billable expenses rebill onto an invoice as a line item
* [Data Import & Export](/guides/data-import-export) — bulk-import invoices from a CSV/XLSX file