Creating invoices

Creating your first invoice

Navigate to Invoices → New Invoice. Fill in:

• Client — pick an existing client or enter a one-off name
• Line items — description, quantity, unit price
• Due date — defaults to 30 days from today

Click Save draft to review before sending, or Send to email it directly.

Reusing invoice terms

In the invoice form, open Terms & notes → Saved terms. Click a saved set to append it to the invoice. You can add several sets, such as retainer fees and setup fees, and edit the combined text before saving.

Choose New terms to save a named set for your business account, or Save as reusable terms to save wording you have already entered. You can also manage the library in Settings → Invoice → Payment Terms. Each set saves immediately, independently of the invoice or settings form.

Saved terms are shared within the current business account and follow invoice permissions. Updating or deleting a saved set does not change invoices that already contain it. Your invoice due date is set separately.

Invoice statuses

Status	Meaning
Draft	Not sent yet
Sent	Emailed to client, awaiting payment
Partial	Part-paid
Paid	Fully settled
Overdue	Past due date and unpaid
Void	Cancelled, no longer actionable

Sending invoices

Click Send on any draft invoice. Opterflow emails the client a branded PDF with a payment link (if Paystack is connected).

To resend, open the invoice and click Resend.

Recording a payment

Open an invoice and click Record Payment. Enter the amount received and the payment date. For partial payments, run Record Payment multiple times — Opterflow tracks the outstanding balance automatically.

Attaching files

You can attach up to 5 files (PDFs, images) to an invoice before sending. Useful for contracts, briefs, or delivery receipts.