Invoicing Overview

FoxCLM's invoicing system covers the full billing lifecycle: draft an invoice from scratch or pull in sessions automatically, send it to the client, accept online payment, and chase overdue balances - all driven by a configurable workflow.

What an invoice contains

• Header: invoice number, order number, issue date, due date, currency
• Line items: each with text, description, dates, quantity, rate, amount (plus optional start/end dates, duration, client, location)
• Financial rollup: subtotal, discount (amount or percentage), tax (configurable tax types), total, balance due
• Notes and terms & conditions: free-form text at the bottom
• Branding: company logo, address, contact details - pulled from your Business Profile
• Custom fields: any fields you've defined for invoices
• Status: where the invoice sits in the workflow (Draft, Sent, Paid, etc.)

Core features

Feature	What it does
Auto line items	Pull "Occurred" sessions into line items with one click
Clone	Duplicate an existing invoice; the invoice number auto-increments
Designer	Drag-drop layout with 20+ field types, full HTML control
Templates	Save a layout as a template and reuse it
AI restyle	DeepSeek AI regenerates the visual style while preserving data
Workflow	Custom statuses with conditions and actions (auto-emails, webhooks, etc.)
Stripe payments	Alipay and WeChat Pay (via Stripe) for online checkout
Manual payments	Record cash, bank transfer, or check manually
Share links	Public URL per invoice with optional Pay Now button and QR code
Approval lock	Invoices in "Submitted for Approval" or "Approved" are edit-locked
Scheduled send	Queue an invoice to be emailed at a future date/time

Typical flow

1. Create an invoice - either blank or cloned from a template.
2. Add line items manually, or use Add Sessions to pull in "Occurred" sessions for a client in a date range.
3. Link the client(s) so their email is on file for sending.
4. Review the total, discount, tax.
5. Click Send - the invoice moves to Sent, the client receives an email with a link to view and pay.
6. The client clicks Pay, completes Stripe checkout, and the status auto-advances to Paid.
7. If the due date passes without payment, the status auto-moves to Overdue and an overdue email fires once.

All of this is driven by workflow transitions you can customise.

Next steps

• Creating Invoices - step-by-step
• Invoice Workflow - statuses, auto-advance, approval locking
• Payments - Stripe setup, manual recording, supported currencies
• Invoice Designer - customise the visual layout
• Templates - save and reuse invoice designs