Invoices

Invoices are the core of Inkvoice. Each invoice goes through a lifecycle from draft to paid (or voided).

Invoice Lifecycle

Draft → Sent → Paid
  ↓       ↓
Voided  Overdue → Paid

Statuses

Status	Description
Draft	Invoice is being created or edited. Not visible to the customer.
Sent	Invoice has been published and optionally emailed to the customer.
Paid	Invoice has been fully paid.
Overdue	Past the due date and not yet paid.
Voided	Invoice has been cancelled. Cannot be edited or paid.

Creating an Invoice

1. Navigate to Invoices and click New Invoice
2. Select a customer (or create one inline)
3. Add line items — pick from your product catalog or enter custom descriptions
4. Set the issue date, due date, and any notes or payment terms
5. Review the totals (subtotal, tax, discount, total)
6. Save as Draft to continue editing later, or Publish to make it available

Line Items

Each line item has:

• Description — What you're billing for
• Quantity — How many units
• Unit Price — Price per unit
• Unit — The unit type (piece, hour, day, kg, etc.)
• Tax — Tax rate applied to this line

Totals are calculated automatically: line_total = quantity × unit_price + tax_amount.

Actions

Action	Description
Publish	Generates a share token and makes the invoice available via public link
Send	Emails the invoice to the customer (requires SMTP configuration)
Mark as Sent	Manually mark as sent without emailing
Mark as Paid	Record full payment
Record Payment	Record a partial payment
Duplicate	Create a new draft with the same line items and customer
Credit Note	Generate a credit note from the invoice
Void	Cancel the invoice
Download PDF	Generate and download a PDF

Early Payment Discount (Skonto)

An invoice can offer a discount for paying early:

• In the totals section of the invoice form, set a discount type (% or fixed amount), a discount value, and the number of days the offer is valid from the issue date.
• The PDF shows the savings and the deadline (e.g. Early payment discount (due by 2026-01-15)).
• When recording a payment inside the window, tick Apply early-payment discount; the amount is prefilled to the discounted balance and the invoice settles as paid.
• If the discount window has passed, the option is disabled. Deleting a payment that used the discount reverts the invoice to its unpaid state.

Sharing

Published invoices get a unique share link that customers can use to:

• View the invoice in the browser
• Download the PDF
• Pay online (if Stripe or PayPal is configured)

Batch Operations

Select multiple invoices to:

• Delete drafts in bulk
• Move to trash
• Restore from trash

Consolidated Invoice

Merge several draft invoices for one customer into a single consolidated draft:

1. Open any draft invoice and choose Consolidate from the actions menu.
2. Pick the target customer (defaults to the current invoice's customer).
3. Select at least two draft invoices for that customer and confirm.

How it works:

• Line items from each source are copied in order into the new draft; the merged subtotal, tax, and total are the exact sum of the sources. Existing draft discounts are not carried over, but you can apply a single discount when consolidating via the API.
• Source grouping is preserved: the PDF and detail view group line items under their source invoice number, with a per-source subtotal row.
• Constraints: sources must be drafts, belong to the same customer, and share a currency (mixing currencies is rejected).
• The API route is POST /api/v1/invoices/consolidate with { customer_id, invoice_ids: string[], discount_type?, discount_value? }; it returns the new consolidated draft.

CSV Export

Export your invoice list as a CSV file from the Invoices page. The export includes invoice number, customer, dates, status, and totals.