One-time invoices allow you to bill clients for products or services and track their payment status. Once an invoice has been created, you can review its details, share it with clients, manage payment settings, update its status, and access additional management options.
To learn how to create one-time invoices, see this article.
Viewing a One-time Invoice
Open any invoice to view its details and available actions.
An invoice is divided into four sections:
Preview – displays the invoice and available actions
Client – shows information about the client associated with the invoice
Details – displays invoice details and metadata
Items – shows all invoice line items and totals
Preview
The Preview tab displays the client-facing version of the invoice along with its current status.
At the top of the page, you will see:
Invoice number
Current status
Due date
Total amount
Associated client
Depending on the invoice status, the following actions may be available:
Send – send the invoice to an email or in a conversation
Edit – modify the invoice details
Update Status – manually change the invoice status
Finalize – clients will be able to pay this invoice once you finalize it
Copy Payment Link – copy the public payment page link
Download – download the invoice as a PDF
Print – print the invoice
Invoice Statuses
When selecting Update Status, you can choose from the following statuses:
Open: The invoice is finalized and ready for payment.
Paid: Payment was received outside of Kitchen.
Uncollectible: Payment is no longer expected, although it may still be received in the future.
Void: The invoice was finalized by mistake or contains an error and should no longer be considered valid.
Client
The Client tab displays information about the client associated with the invoice.
Click on their name to visit their profile page.
Details
The Details tab provides an overview of the invoice details, including:
Client and their billing details
Date created
Date finalized
Due date
Issue date
Memo
Currency
Enabled payment methods
Payment page link
Language
Reminder settings
Author
Invoice ID
The Payment Page and Invoice ID can be copied directly from this section by clicking the Copy button.
Items
The Items tab displays all invoice line items, including:
Item description
Quantity
Unit price
Amount
Below the item list, you'll find:
Subtotal
Applied discounts, shipping, and taxes, if any
Total
Amount due
Payments
If the invoice has already been paid, here you will find details about the payment.
Invoice Options
The More options (three-dot) button in the top-right corner of the invoice provides additional management options.
From here, you can:
Edit the invoice
Change its status
Move it to another folder
Duplicate the invoice
Copy Link
Share. For more details, see Access Levels and Resource Permissions in Kitchen.
Archive
Move to Trash
Note
Most invoice management actions are also available from the three-dot menu of the invoice in the sidebar, allowing you to edit, move, duplicate, download, copy link, share, archive, or delete the invoice without opening it first.
Viewing All Invoices
You can view all invoices in your workspace by clicking the Invoices button in the navigation.
In this section, you will find both one-time and recurring invoices.
From here, you can quickly review key information, including:
Invoice name
Amount
Status
Client
Author
Due Date
Next recurring invoice issue date
Click any invoice in the list to open it and view its full details.
Here you can learn more: Managing All Invoices in Your Workspace
And lastly, learn how to share invoices with your clients and receive payments for them in this article.
Have more questions? Message support.