A L M A S ALMASHelp Open in the app

10. Invoices

Browsing invoices

Open Accounting → Invoices (or press G I). Filters: status (draft, sent, paid, overdue, cancelled), created-date range, refresh.

Creating an invoice

Press N I. Fill in:

  • Code — your invoice number (auto-generated by default).
  • Issue date and due date.
  • Issuer (your tenant) and customer (the company being billed).
  • Currency.
  • Linked record — invoices can attach to a project, contract, task, or other record.
  • Line items — name, quantity, unit price. Totals compute automatically.

Invoice actions

From the invoice detail page:

  • Print — opens a print-friendly layout, ready to save as PDF.
  • Mark as paid — flips the status. You'll be prompted to record a transaction at the same time.
  • Cancel — voids the invoice (still visible, but greyed and excluded from financial totals).
  • Pay with PIX — Brazilian instant-payment integration. Generates a QR code in a modal.

Each invoice has a public URL (see External pages) that customers can open without logging in. The URL contains a unguessable code — share it instead of sending the PDF as an attachment.