Invoices

Geekonomics includes a simple invoicing system for billing clients and exporting professional PDF invoices.

Creating an Invoice

1. Go to Invoices in the left sidebar
2. Click + New Invoice
3. Fill in:
   • Client — select from your client list (required)
   • Invoice Number — auto-generated from your prefix (e.g. INV-0042), editable
   • Issue Date — defaults to today
   • Due Date — optional
   • Business Line — which line of business this invoice belongs to
4. Add line items using + Add Line Item. Each line item has:
   • Description
   • Quantity
   • Unit Price
   • The line total is calculated automatically
5. Add a Note at the bottom (optional — appears on the PDF)
6. Click Save as Draft

The invoice total, tax (using your company's default tax rate from Settings), and grand total are computed automatically.

Invoice Statuses

Status	Meaning	What you can do
Draft	Not yet sent	Edit freely, delete
Sent	Sent to client	Mark paid, mark overdue, cancel
Paid	Client has paid	No further changes
Overdue	Past due date, unpaid	Mark paid, cancel
Cancelled	Voided	No further changes

Move an invoice through statuses using the action buttons on the invoice detail page.

Marking an Invoice Paid

When a client pays, open the invoice and click Mark Paid. This changes the status to Paid and removes the balance from the client's outstanding total.

TIP

Marking an invoice paid does not automatically create a transaction. You should also add an income transaction for the payment amount so it appears in your P&L.

Exporting to PDF

Click Export PDF from the invoice detail page to download a formatted PDF invoice. The PDF includes your company name, address, and logo (if configured), client info, line items, totals, and any notes.

Invoice Numbering

Invoice numbers are generated using the prefix configured in Settings → Company Info (e.g. INV) followed by a zero-padded sequence number. You can override the number on any individual invoice.