# Managing Invoices

## Managing Invoices

[![Screenshot 2026-05-12 124119.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-12-124119.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-12-124119.png)

The Invoices page is where you track the lifecycle of every bill sent from your workspace. It provides a high-level summary of your revenue and a detailed list for granular management.

### Invoice Overview

At the top of the page, four key metrics provide an instant status update for your current workspace:

- Total Invoices: The total number of invoices generated.
- Paid: The count of all completed payments.
- Pending: Invoices that have been sent and are awaiting payment.
- Overdue: Any invoices that have passed their assigned due date.

#### The Invoice List

The Invoice List table displays all records, allowing you to search and organize your data:

- Search: Use the "Search invoices by number..." bar to find a specific document quickly.
- Customizing Columns: Click the Columns dropdown to choose which details to display, such as Invoice Number, Customer, Date, Due Date, Amount, Balance, and Status.
- New Invoice: Click the + New Invoice button at the top right to start a new billing entry.

#### Generating Reports

[![c1eecf85-9c4c-4a15-845c-78c4b971ccd9.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/c1eecf85-9c4c-4a15-845c-78c4b971ccd9.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/c1eecf85-9c4c-4a15-845c-78c4b971ccd9.png)

If you need to export your invoicing data for accounting or review, click the Generate Report button at the top right. This will open a configuration window with the following options:

- PDF: This format is best for printing and direct sharing with stakeholders.
- Excel: This format is best for detailed financial analysis and editing.

Once you have selected your preferred format, click Generate Report to download the file.

### Creating Your First Invoice

[![Screenshot 2026-05-12 124555.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-12-124555.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-12-124555.png)

To begin a new bill, click the + New Invoice button from either the Dashboard or the Invoices page. This will open the "Create Invoice" workflow.

#### Invoice Details

In this section, you will configure the basic identity and timeline of the invoice:

- Invoice Number: This is automatically generated (e.g., INV-10001) but can be modified if you have a specific internal numbering system.
- Customer: Select a client from your saved database. If you see the message "No customers found," you must navigate to the Customers tab to add one before you can proceed.
- Dates: Use the calendar icons to set both the Invoice Date (when it is issued) and the Due Date (when payment is expected).
- Terms & Tax: Use the dropdowns to set Payment Terms (such as "Due On Receipt") and enter the applicable Tax Rate percentage.

#### Adding Line Items

Line items represent the specific work or products you are charging for.

- Adding Items: Click the + Add Item button to add more rows to your invoice.
- Item Details: For each row, you can choose a saved item from your catalog or enter a "Custom" one. Fill in the Description, Quantity (Qty), and Price.
- Taxable Toggle: Check the Taxable circle for individual items if tax should be applied specifically to that row.
- Totals: The system will automatically calculate your Subtotal, any Tax amounts, and the final Total at the bottom right.