Create and send host invoices

Finances provides summary cards, per-host totals, and an invoice list with detail and create/send actions.

Use this when charging a managed host for work, services, or operational costs.

1. 1Open Finances in the sidebar.
2. 2Use filters (Host, Status, Date from, Date to) to narrow totals and invoice rows.
3. 3Review Total owed and Unpaid invoices cards at the top.
4. 4Use Per-host breakdown to see each host's due amount and invoice counts.
5. 5From a host row, choose Create invoice to prefill that host in the invoice form.
6. 6Select Create invoice.
7. 7Choose the host and optionally select a property.
8. 8Add one or more line items, then optionally set branding and notes.
9. 9Choose Save draft or Send.
10. 10Use View from the invoice table to review line items, totals, timeline, and action controls.
11. 11From invoice detail, you can Send draft invoices, Mark as paid for external payments, or Void draft/sent invoices.

• Summary totals match the current filter selection.
• Draft invoices stay editable status until you send them.
• Service-booking reimbursement invoices are managed by the booking lifecycle and cannot be edited, deleted, paid, or voided separately before the booking is captured.
• Sent invoices show status and sent date in the list.
• Voided invoices are excluded from unpaid totals.