Product tutorial
Create, edit and finalize a client invoice
Create a client invoice, review and edit its draft, then finalize the fixed document. This example uses Due on receipt payment terms and leaves the invoice unpaid. Finalizing does not send the invoice, record delivery or record payment.
Earlier interface shown.
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Steps you can read
- Create the invoice
In your own My business, open Invoices and choose Create invoice. Select the client and check the invoice number, date, currency and page size.
- Add the work and rate
Check the business and client details copied onto the invoice. Add a work description, quantity and agreed rate. This example uses quantity 1, a USD 125 rate and no tax.
- Set the payment terms
For this example, leave the optional due date blank and enter Due on receipt in Payment terms. The document shows See payment terms beside Due and the matching terms below the total.
- Review the saved draft
Choose Review invoice to save a draft. Inspect the generated document and check its line, total and payment terms.
- Edit and review again
While the invoice remains a draft, return to edit its details. Update the description, choose Save and review, and check the updated line and total.
- Finalize the fixed document
When the document is ready, choose Finalize this PDF. Finalizing locks that version of the invoice document.
- Check the saved invoice
Reopen the saved invoice and check its fixed document. In this example, the invoice remains Open and unpaid, and Download PDF is available. Finalizing does not email the invoice, record delivery or record payment.
Read the transcript
Create an invoice for the selected client.
Add the description, quantity and rate.
This example uses Due on receipt payment terms.
Review the saved draft before changing or finalizing it.
Saved drafts remain editable before finalizing.
Edit the description, then choose Save and review.
Check the updated line and total.
When ready, choose Finalize this PDF.
Finalized and unpaid. Sending and payment are separate.
Before the first invoice
Open My business. Add the Invoice details for your business and create the client you are billing. Friday Falcon saves those details in the invoice version so a later profile change does not silently rewrite a finalized invoice.
Create and finalize the invoice
- Open My business, then Invoices.
- Choose Create invoice.
- Choose the client and add the dates, one or more invoice lines, tax amount, and note. Friday Falcon calculates the total.
- Choose Review invoice. Check the draft and its calculated total, then choose Finalize this PDF.
- Choose Download PDF, or choose Email invoice if connected email is available for your My business workspace.
Finalizing creates an unchangeable invoice version and PDF. Finalizing alone does not deliver the invoice to the client.
When editing an existing draft, choose Save and review to open the review page. If you opened the draft through Email invoice, the final action is Finalize and continue to email. It returns you to the composer without sending the invoice.
Email or deliver the invoice
If connected email is available, choose Email invoice. Connect or select your Gmail, Google Workspace, Outlook, or Microsoft 365 mailbox, review the From address, recipient, subject, message, and attached PDF, then send. Friday Falcon records the provider's acceptance of the send request; that does not guarantee inbox delivery or opening.
Eligible invoice senders can connect Gmail, Google Workspace, Outlook or Microsoft 365. Some organizations require their Microsoft 365 administrator to approve Friday Falcon Invoice Email before a mailbox can connect.
You can always choose Download PDF and deliver it through your preferred email, client portal, mail, or another method. After sending it outside Friday Falcon, open More invoice actions and choose Record sent another way to record the date and method. That action records what you did; it does not send another copy.
Track client payments
Enter a full or partial client payment after you receive it. The invoice shows Paid only when the entered payments cover the invoice total.
If a payment was entered incorrectly, use Correct payment. The earlier payment and its reversal remain in payment history.