Invoicing Overview
FlowForth includes a full invoicing system that lets you generate invoices from completed activities, manage VAT, send invoices electronically, and track payments — all from within the app.
How Invoicing Works
The invoicing workflow in FlowForth follows these steps:
- Complete activities — Activities are performed and tracked in the system.
- Create an invoice — Select a client and choose which completed activities to include.
- Review and edit — Adjust prices, add discounts, configure VAT, and add manual line items as needed.
- Send the invoice — Send via Peppol e-invoicing or email. The invoice is frozen for compliance once sent.
- Track status — Monitor whether invoices are delivered and accepted.
Invoice Statuses
Invoices progress through the following statuses:
| Status | Description |
|---|---|
| Draft | Invoice is being prepared — fully editable |
| Sent | Invoice has been sent to the client — calculations are frozen |
| Delivered | Delivery confirmed (Peppol tracking) |
| Accepted | Client has accepted the invoice |
| Cancelled | Invoice has been cancelled — cannot be changed |
tip
Only Draft invoices can be edited or deleted. Once an invoice is sent, its values are frozen for EU compliance and audit purposes.
Key Features
- Activity-based invoicing — Generate invoices directly from completed activities, with optional price overrides.
- Manual line items — Add custom line items for work not tracked as activities.
- Flexible VAT — Apply VAT at the invoice level or configure different rates per line item. Supports Peppol tax categories for e-invoicing compliance.
- Discounts — Apply a fixed amount or percentage discount to an invoice.
- Peppol e-invoicing — Send invoices electronically via the Peppol network if your client has a Peppol ID.
- Email delivery — Send invoice PDFs by email as a fallback.
- PDF generation — Professional PDF invoices with your organization details, VAT breakdown, and payment information.
- Credit notes — Issue full or partial credit notes against sent invoices.
- Invoice journal — Tax reporting ledger with VAT breakdowns and CSV export.
- Revenue reports — Analytics with charts, client and user filters, and date ranges.
- Sequential numbering — Configurable auto-incrementing invoice and credit note numbers.
Where to Find Invoicing
Navigate to Invoices from the main navigation menu to access the invoices list. From there you can create new invoices, view existing ones, and access invoice reports.
What's Next?
- Creating an Invoice — Step-by-step guide to generating an invoice.
- Invoice Details — Viewing, editing, and sending invoices.
- Invoice Journal — Tax reporting and compliance.
- Invoice Reports — Revenue analytics and charts.
- Invoice Numbering — Configuring sequential numbering.
- Credit Notes — Issuing refunds and corrections.
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