The Invoicing & Payments module is how revenue moves from completed work into your books. When a service is finished, Novala automatically creates a draft invoice pre-populated with every line item — so your team never starts from a blank page. You can also create invoices manually, link them to customers, apply price book rates, send them by email, and record payments as they arrive. Every outstanding balance is visible at a glance on the Invoices dashboard, and overdue invoices are flagged automatically.Documentation Index
Fetch the complete documentation index at: https://developers.novala.ai/llms.txt
Use this file to discover all available pages before exploring further.
Invoice lifecycle
An invoice moves through a fixed set of statuses as it progresses from creation to collection.Draft
Created but not yet sent. Edit line items, amounts, and due dates freely.
Sent / Viewed
Delivered to the customer. Novala tracks when they open the payment link.
Partial
At least one payment recorded, but a balance still remains.
Paid
Fully collected. The invoice is closed and reflected in your revenue.
Overdue
Past the due date with an outstanding balance. Flagged automatically.
Voided
Cancelled. No further payments can be recorded.
Create an invoice
- Auto-generated from completed work
- Created manually
- From an accepted quote
When a service job is marked complete, Novala automatically creates a draft invoice with all parts used and labor line items pre-filled. No manual entry required.
Complete the service job
Mark the job as complete in the Service module. Novala automatically detects the completion and generates a draft invoice immediately.
Review the draft
Navigate to Invoices and find the new draft. All line items from the job are already populated — verify quantities and amounts.
Adjust if needed
Add, remove, or edit line items. Apply a price book rate to any line item to pull in your standard pricing.
Record a payment
Enter payment details
Enter the amount received, the payment date, and the payment method. You can record a partial payment — the invoice moves to Partial status and the remaining balance is tracked automatically.
Payments are recorded manually. Novala does not process card transactions directly — use your payment processor and then record the received amount here.
Accounts receivable overview
The Invoices dashboard gives you a real-time snapshot of your AR position:Outstanding
Total dollar value and count of all unpaid invoices (Sent, Viewed, Partial).
Overdue
Dollar value and count of invoices past their due date. These are flagged automatically.
Collected this month
Total payments received in the current calendar month.
Avg days to pay
Rolling average of how many days customers take to pay from the invoice sent date.
AR aging report
The aging report breaks down every outstanding balance by how long it has been unpaid, grouped by customer. Navigate to Invoices → Aging Report to see columns for Current, 1–30 days, 31–60 days, 61–90 days, and 90+ days overdue. The report totals across all customers so you can see where collection effort is most needed.Filter and search
Use the filter bar at the top of the Invoices list to narrow by status (Draft, Sent, Viewed, Partial, Paid, Overdue, Voided) or by date range (issued date). Search by invoice number or company name.Permissions
Access to invoicing is controlled by role. Your administrator can grant the following permissions individually:View Invoices
View Invoices
Read-only access to the invoices list and detail pages.
Edit Invoices
Edit Invoices
Create new invoices and edit existing drafts.
Send Invoices
Send Invoices
Deliver invoices to customers by email.
Record Payments
Record Payments
Mark invoices as paid or partially paid and log payment details.