> ## 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. # Create invoices and track customer payments in Novala > Create, send, and collect on invoices from one place. Novala auto-generates drafts from completed work and tracks every payment to your AR balance. 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. ## Invoice lifecycle An invoice moves through a fixed set of statuses as it progresses from creation to collection. Created but not yet sent. Edit line items, amounts, and due dates freely. Delivered to the customer. Novala tracks when they open the payment link. At least one payment recorded, but a balance still remains. Fully collected. The invoice is closed and reflected in your revenue. Past the due date with an outstanding balance. Flagged automatically. Cancelled. No further payments can be recorded. ## Create an invoice 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. Mark the job as complete in the Service module. Novala automatically detects the completion and generates a draft invoice immediately. Navigate to **Invoices** and find the new draft. All line items from the job are already populated — verify quantities and amounts. Add, remove, or edit line items. Apply a price book rate to any line item to pull in your standard pricing. Click **Send** to deliver the invoice to the customer by email. They receive a link to view and pay online. From the **Invoices** list, click **New Invoice**. Search for and select the customer (company) this invoice is for. Add one or more line items. For each, set a description, quantity, and unit price. Use **Apply price book rate** to pull in a pre-configured rate for a service or part. Enter the payment due date. Novala will flag the invoice as overdue if this date passes without full payment. Save as a draft to review later, or click **Send** to email the invoice to the customer right away. If your workflow includes quoting, accepted quotes can flow directly into invoice line items. Mark the quote as accepted in the Quoting module. From the quote detail page, click **Convert to Invoice**. All quote line items are copied to a new draft invoice linked to the same customer. Confirm line items and amounts, then send. ## Record a payment Find the invoice in the **Invoices** list and click its row to open the detail view. Click the **Record Payment** button. 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. Save the payment. When the full balance is collected, the invoice status changes to **Paid**. 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: Total dollar value and count of all unpaid invoices (Sent, Viewed, Partial). Dollar value and count of invoices past their due date. These are flagged automatically. Total payments received in the current calendar month. 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. Click any customer row in the aging report to jump straight to that customer's open invoices. ## 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: Read-only access to the invoices list and detail pages. Create new invoices and edit existing drafts. Deliver invoices to customers by email. Mark invoices as paid or partially paid and log payment details.