Invoices - Create, Send, and Track Payment Invoices

The Invoices page enables you to issue structured, multi-item billings to your customers. Customers receive a unique payment link where they can choose their preferred payment method to complete the invoice.

Getting here

Log in to the OwnPay admin dashboard
Under the PAYMENTS section in the left sidebar, click Invoices

Page sections

1. Invoices list table

Invoice Number (#): The unique invoice serial ID (e.g., INV-2026-001)
Customer: The target billing customer
Amount: The total calculated invoice subtotal
Status: Current payment status (draft, sent, paid, overdue, cancelled)
Due Date: Deadline for invoice settlement
Actions: Edit the invoice details or click Copy Link to share the checkout URL

2. Create invoice form

Invoice Details: Invoice Number, Customer Selector, Currency, Due Date, and internal Customer Notes
Line Items: Dynamic multi-item editor where you specify Item Description, Quantity, and Unit Price
Calculation Summary: Displays computed subtotal and total values

Fields and options reference

Field / Option	Type	Required	Default	Description
Invoice Number	Text Input	Yes	-	Unique billing serial number
Customer	Select	Yes	-	Dropdown listing registered customers
Currency	Select	Yes	BDT	Currency in which the customer will be billed
Due Date	Date Picker	Yes	-	The final date by which the payment is expected
Notes	Text Area	No	-	Custom instructions shown to the customer
+ Add	Button	No	-	Inserts a new line item row
Description	Text Input	Yes	-	Summary of the specific product or service
Quantity	Spinbutton	Yes	1	Number of units billed
Amount	Spinbutton	Yes	0.00	Unit price of the specific item

Step-by-step: creating and issuing a new invoice

Click the + Create Invoice button
Input a unique Invoice Number
Select your customer from the Customer dropdown
Select the billing Currency
Choose a Due Date
Write a description in the Notes box
Under Line Items, write the description, Quantity, and Unit Price
Click + Add to append more rows if needed
Click Create Invoice

Invoice status transitions

draft: Saved but not sent to the customer
sent: Checkout link has been shared with the customer
paid: Customer successfully processed payment
overdue: Due date has passed without successful payment
cancelled: Invoice was marked as void

Best practices

Create a customer entry first before attempting to draft an invoice for them
Click Copy Link to easily share the checkout URL via email, SMS, or Slack
Do not manually edit the database values of invoice totals; always update the line items so the system recalculates

When editing or saving an invoice, ensure that at least one (1) line item is present. Invoices with zero line items will result in a total of 0.00 and cannot be processed.

Common mistakes and troubleshooting

Symptom	Likely Cause	Fix
Invoice total shows `0.00` after save	Line items were not specified, or quantity/amount fields were left at zero	Edit the invoice and specify valid quantities and unit prices
Cannot see a customer in the dropdown	The customer has not been added to your brand yet	Navigate to People > Customers, add the customer, and return to the invoice editor

Customers - Register new customers to bill
Transactions - View payments resulting from paid invoices
Checkout - The customer invoice payment experience

​Getting here

​Page sections

​1. Invoices list table

​2. Create invoice form

​Fields and options reference

​Step-by-step: creating and issuing a new invoice

​Invoice status transitions

​Best practices

​Common mistakes and troubleshooting

​Related pages

Getting here

Page sections

1. Invoices list table

2. Create invoice form

Fields and options reference

Step-by-step: creating and issuing a new invoice

Invoice status transitions

Best practices

Common mistakes and troubleshooting

Related pages