> ## Documentation Index
> Fetch the complete documentation index at: https://help.odia.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoices

> Create professional invoices with invoice numbers, issue dates, due dates, and service line items.

## What Are Invoices?

Invoices in Odia help you create professional billing documents. They include an invoice number, issue date, due date, and all the services you want to bill for.

<Note>
  Invoices are generated from Journeys. Service details from the Journey are automatically included in the invoice.
</Note>

**What invoices include:**

* Invoice number (automatically generated)
* Issue date
* Due date
* Customer/traveller information
* Service line items with descriptions and amounts
* Total amount

## Creating an Invoice

<Steps>
  <Step title="Start from a Journey">
    Open the Journey you want to invoice and go to its **Invoicing** tab.
  </Step>

  <Step title="Create the Invoice">
    Create a new invoice from the Invoicing tab.

    Service details from the Journey are pulled in automatically.
  </Step>

  <Step title="Review Invoice Information">
    Check that everything is correct:

    * Invoice number (auto-generated)
    * Issue date (today's date by default)
    * Due date (set based on payment terms)
    * Customer information
    * Service line items and amounts
  </Step>

  <Step title="Set Due Date">
    Choose when payment should be received (e.g., 15 days, 30 days from issue date)
  </Step>

  <Step title="Add Notes (Optional)">
    Include payment instructions, bank details, or terms and conditions if needed
  </Step>

  <Step title="Send or Download">
    * **Send:** Email the invoice to your client as a PDF
    * **Download:** Save as PDF for manual distribution
  </Step>
</Steps>

<video autoPlay muted loop playsInline controls className="w-full aspect-video" src="https://lmpflklddofmcbqsfdot.supabase.co/storage/v1/object/public/odia-app-website/documentation/Creating_and_Managing_Invoices.mp4" />

## Editing Invoices

You can modify invoices after creating them:

**What you can edit:**

* Customer information (name, contact, billing address)
* Service line items (add, remove, or modify services)
* Amounts
* Due dates
* Notes and payment instructions

**How to edit:**

1. Open the invoice from the Invoices screen
2. Click "Edit" or the edit icon
3. Make your changes
4. Save the updated invoice

<Tip>
  Edit invoices before sending to clients to make sure all details are correct
</Tip>

## Viewing Invoices

Find and manage your invoices from the Invoices screen:

**The invoice list shows:**

* Invoice numbers
* Customer names
* Issue dates
* Due dates
* Total amounts

**To view details:**

* Click on any invoice row to see the full invoice
* View all service line items
* See customer information
* Access the PDF version

## Invoice Information

Each invoice contains:

<CardGroup cols={2}>
  <Card title="Basic Details" icon="file-lines">
    * **Invoice number** - Unique identifier
    * **Issue date** - When invoice was created
    * **Due date** - Payment deadline
    * **Reference** - Link to original Journey
  </Card>

  <Card title="Line Items" icon="list">
    * **Service descriptions** - Name and details
    * **Individual amounts** - Price per service
    * **Subtotals** - Calculated automatically
    * **Total amount** - Full invoice total
  </Card>
</CardGroup>

## Best Practices

<AccordionGroup>
  <Accordion title="Review Before Sending" defaultOpen={true}>
    **Always double-check:**

    * All service line items are correct
    * Customer information is accurate
    * Due date is appropriate
    * Total amount matches expectations

    **Why?** Correcting errors after sending creates confusion
  </Accordion>

  <Accordion title="Include Clear Payment Terms" defaultOpen={false}>
    **Add to notes section:**

    * Accepted payment methods
    * Bank details or payment instructions
    * Due date (make it explicit)
    * Late payment terms if applicable

    **Example:** "Payment due by March 15, 2026. Wire transfer to: \[bank details]"
  </Accordion>

  <Accordion title="Keep Invoices Organized" defaultOpen={false}>
    **Good practices:**

    * Use the auto-generated invoice numbers (don't change them)
    * Include clear service descriptions
    * Add reference to the original Journey or trip
    * Save PDFs for your records

    **Tip:** Invoice numbers are automatically generated to avoid duplicates
  </Accordion>
</AccordionGroup>

## Common Questions

<AccordionGroup>
  <Accordion title="Can I create an invoice from any Journey?" defaultOpen={false}>
    **Yes.** You can create invoices from Journeys at any stage - whether they're still in progress, sent, or confirmed.

    **Common scenarios:**

    * Invoice for a deposit after sending the Journey
    * Create full invoice after the Journey is accepted
    * Bill for confirmed services

    The invoice reflects the Journey services at the time it's created.
  </Accordion>

  <Accordion title="What happens if I change the Journey after creating the invoice?" defaultOpen={false}>
    **The invoice does NOT automatically update.**

    **If you change Journey services or pricing after creating an invoice:**

    * The existing invoice stays as it was
    * Edit the invoice manually to match the changes
    * Or create a new invoice if needed

    **Best practice:** Finalize the Journey details before creating invoices
  </Accordion>

  <Accordion title="Can I edit an invoice after sending it?" defaultOpen={false}>
    **Yes.** You can edit invoices even after they've been sent to clients.

    **When you edit a sent invoice:**

    * You can modify any field (services, amounts, dates, customer info)
    * Save the changes
    * Send the updated version to the client

    **Note:** Let your client know you've sent an updated invoice
  </Accordion>

  <Accordion title="Can I delete an invoice?" defaultOpen={false}>
    **It depends on the invoice:**

    * You can delete invoices that haven't been sent yet
    * For sent invoices, it's better to keep them for records

    **Instead of deleting:**

    * Add a note that the invoice is void or cancelled
    * Create a corrected invoice if needed
    * Keep the original for audit purposes
  </Accordion>
</AccordionGroup>

## What's Next?

You've now learned the core features of Odia for managing trips from first Journey to billing!

**Quick recap:**

* Admin setup - Configure organization settings
* Data entry - Add services, suppliers, and contacts
* CRM - Manage travellers, agencies, and suppliers
* Journeys - Create, publish, confirm, and operate trips
* Concierge - Monitor daily operations
* Tasks - Track what needs to be done
* Invoices - Create billing documents

<Card title="Learn More About Invoices" icon="book" href="/features/invoices">
  View the complete Invoices documentation for detailed information.
</Card>