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Invoices let you bill customers for products and services outside the day-to-day POS flow — useful for wholesale orders, corporate clients, event catering, B2B deliveries, or anything you wouldn’t ring through the till. Every invoice has a clear status, a due date, and a payment history, so you always know who owes what. Invoices list with stat cards, status tabs, and invoice rows

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Your invoices at a glance

Go to Invoices to see everything you’ve billed. The stats at the top tell you the financial health of your invoicing in seconds:
CardWhat it shows
OverdueTotal ₦ on invoices past their due date
Due in 30 daysTotal ₦ expected in the next 30 days
OutstandingEverything not yet paid in full
Avg. days to payHow quickly your customers usually settle up
Use the status tabs to focus on what matters now — Draft, Sent, Partial, Paid, or Overdue — or stick with All to see the full list.

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Creating an invoice

Click New Invoice (top right). The editor walks you through everything in one screen. Invoice editor with bill-to, line items, totals, and payment instructions
1

Pick the customer

Search by name to pull up an existing customer — their email, phone, and billing address fill in automatically. New customer? Type the details directly into the Bill To fields and they’ll be saved for next time.
2

Set the dates

The Issue Date is today by default. Pick Payment Terms (Due on receipt, Net 7, Net 14, Net 30, or a custom date) and the due date adjusts itself. The invoice number is generated automatically — you can override it if you have your own numbering scheme.
3

Add line items

For each line, enter a Description, Quantity, and Unit Price. The amount calculates as you type. Use Add line item to keep adding rows. If you’ve saved a product in Products & Services, it suggests itself as you start typing.
4

Apply discount and tax

Set a discount as a ₦ amount or %. VAT applies on top. The Total at the bottom of the totals panel updates instantly.
5

Choose how you'll get paid

On the right, pick which Bank Account the customer should pay into. The account name and number print directly on the invoice so the customer knows where to send money. Add any extra payment instructions in the box below.
6

Add notes and terms

Notes are a short message to the customer (e.g. “Thanks for your business”). Terms & Conditions carry your standard fine print — late fees, refund policy, anything that should be on every invoice.
7

Preview, save, or send

  • Preview — see exactly what the customer will see before sending
  • Save draft — keep working on it later
  • Save & send — send the invoice to the customer’s email and mark it as Sent

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Invoice statuses

Every invoice has a status that moves on its own as you act on it.
StatusWhat it means
DraftStarted but not sent yet — only you can see it
SentDelivered to the customer’s email, awaiting payment
ViewedThe customer has opened the invoice
PartialA payment was recorded, but not the full amount
PaidSettled in full
OverduePast the due date with money still outstanding
CancelledVoided — no longer owed
Statuses update automatically based on payments and due dates. You don’t need to manage them manually.

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Recording a payment

Open any unpaid invoice and click Record Payment. Record payment modal with amount, method, and reference fields
FieldWhat to enter
AmountHow much was received. Doesn’t have to be the full invoice — partial payments are supported.
Payment MethodBank Transfer, Cash, Card, or Other
Bank Account / Cash RegisterWhere the money landed — picks from your banking setup
Payment DateWhen the payment was actually received
ReferenceOptional — e.g. a transfer reference or cheque number
Once recorded, the payment appears in the Payments Received section of the invoice and the Amount Due at the top drops by what you collected. When the balance hits zero, the invoice flips to Paid automatically.

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Sending and downloading

From an open invoice you can:
  • Send Invoice — emails a copy to the customer
  • Download PDF — get a print-ready copy for your records or a customer who prefers a hard copy
  • Edit Invoice — change details before it’s been paid
  • Cancel Invoice — void it; the status changes to Cancelled and it stops counting toward your outstanding total

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Customers

Go to Invoices > Customers to manage the people and companies you bill regularly.
This list shares one database with your POS and bookings customers — anyone you’ve added anywhere shows up here, along with their outstanding ₦ across all invoices.
Click Add Customer to save a new billing contact with name, email, phone, address, and any notes you want to remember about them.

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Products & Services

Go to Invoices > Products to save the line items you bill for over and over — so you don’t type them out every time.
FieldWhat to enter
NameWhat you’re selling — e.g. “Monthly catering package”
DescriptionOptional detail that prints on the invoice
Unit PriceDefault ₦ amount — you can still override per invoice
ActiveKeep this on to make the item suggest itself in the editor
When you start typing a line item description in the invoice editor, matching products appear as suggestions. Pick one and the description and price fill in automatically.

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Troubleshooting

The customer says they never got the invoice Make sure their email is correct on the customer record, then open the invoice and click Send Invoice again. The status will stay at Sent — sending more than once doesn’t change anything else. I recorded a payment but the invoice still says Sent Check whether the payment amount equals the full invoice total. If it’s less, the status will be Partial until the rest is collected. An invoice shows as Overdue but the customer already paid The payment may not have been recorded in Qorelly. Open the invoice and click Record Payment to log it — the status will switch to Paid as soon as the balance reaches zero.