Finance
Create invoices, estimates, payments, expenses, credit notes, recurring invoices, and finance templates.
Finance helps you quote work, bill clients, collect payments, track expenses, and keep document formatting consistent across your business.
Before Sending Finance Documents
Configure finance settings before sending real invoices or estimates:
- Business details and branding
- Currency and regional settings
- Taxes
- Payment terms
- Number sequences
- Payment gateways
- Invoice and estimate templates
- Email templates and notification channels
Use a test customer and test invoice before sending real finance documents. This catches template, tax, currency, payment, and email issues early.
Invoices
Invoices request payment from a customer. Add line items, taxes, discounts, attachments, due dates, and payment options. Preview the invoice before sending it, then share the public invoice link or send it by email. Track status changes as the invoice is sent, viewed, paid, overdue, voided, or downloaded.
Do not edit paid invoices casually. Use refunds, credit notes, or follow-up invoices when the payment history needs to stay clear.
Estimates
Estimates help you quote work before invoicing. Send an estimate to a client, let them review or approve it, and convert the accepted estimate into an invoice when the work is ready to bill.
Recurring Invoices
Recurring invoices create invoices on a schedule. Use them for retainers, subscriptions, maintenance plans, or any repeat billing arrangement. Review the schedule, next run date, line items, and email delivery settings before turning a recurring invoice on.
Payments
Payments can be recorded manually or collected through connected gateways. Agiled supports payment flows for public invoices, payment links, and checkout pages where the relevant gateway is configured.
Reconcile gateway payments against the provider dashboard when a customer reports a payment issue. The Agiled record and provider transaction should tell the same story.
Expenses and Credit Notes
Expenses track business costs and receipt attachments. Credit notes reduce the amount a customer owes or document an adjustment. Keep both tied to the right customer, project, category, or finance document when possible.
Templates
Finance templates control how invoices, estimates, and other finance documents look when previewed, sent, or downloaded. Use templates to keep branding, layout, colors, labels, and business details consistent.
Finance Review Routine
Review finance setup before the first live invoice, after changing templates or taxes, and before month-end reporting. Check business details, numbering, currency, tax, payment gateway, email delivery, invoice preview, public payment link, and payment reconciliation.
If finance reports look wrong, open the source invoices, estimates, payments, expenses, or credit notes. Fix the source document rather than adjusting only the report filter.
Recommended Guides
- Send your first invoice and get paid online.
- Create an estimate and convert it to an invoice.
- Set up recurring billing.
- Customize invoice and estimate templates.
- Configure Stripe Connect, PayPal, or Mollie.