Create and track invoices

An invoice belongs to the selected Personal or team context and bills one of that context's contacts. /invoicing shows what the context is owed and has separate Draft, Due, Overdue, Paid, and Void tabs. Each invoice appears in one status only. Searching or choosing a contact also scopes the tab counts and the outstanding totals.

Choose New invoice to open the editor. A new draft starts with one item. Its due date comes from the selected contact's payment terms when set, and otherwise from the context's invoicing defaults. Changing the contact or issue date updates that date until you enter one yourself. Zero payment days means payment on receipt.

The contact, dates, currency, line items, discount, tax, notes, and terms save together. Items can be moved with the arrows. Removing one can be undone before leaving the editor, and the totals update while you type. Magpie validates every field and recalculates the totals on save. If validation fails, the entered values remain in the editor. Leaving to add a contact also preserves the draft and returns to it with the new contact selected.

On the website editor, Add unbilled time shows your completed billable Time Tracking entries that have the selected contact, an hourly rate and a rate currency matching the invoice currency. Select entries and choose Add selected time to make invoice items. Each entry becomes one item priced from its billed seconds and hourly rate, rounded to cents in the entry currency. A project's billing rounding applies when the item is first added; with no project, exact time is used. The picker shows recorded and billed duration when they differ. The tracked entry keeps its original seconds. Changing project rounding later does not reprice an item already on a draft. Older entries with no rate currency need one set in Time Tracking before they can be added. Removing the item from a draft releases the entry for another invoice. Issuing the invoice marks the linked entry Invoiced. The mobile invoice editor does not add tracked time.

Saving creates a draft. Drafts can be edited or deleted. Review and send issues the invoice and emails its PDF. Issuing makes its number, customer and seller details, dates, items, amounts, notes, terms, and PDF final. An issued invoice cannot be edited or deleted. Duplicate it to create a new draft instead. An invoice needs at least one described item and a total above zero before it can be issued.

In the mobile development app, choose New from Invoices to create a draft, or choose Edit draft from an invoice's action menu. The native editor covers the contact, dates, currency, line items, discount, tax, notes and terms. Open an invoice and choose Share invoice PDF to share its current PDF. Editors can also mark an issued invoice paid or unpaid, void or reopen it, duplicate an invoice, or delete a draft from the native action menu. Editors can open native invoice Settings to review and change numbering, new-invoice defaults, business details and the invoice logo. The website remains available for the full settings page.

An issued unpaid invoice is Due or Overdue. Mark as paid records payment in Magpie; it does not charge a card. Mark as unpaid reverses that record. A paid invoice can still be sent again. Void keeps an unpaid issued invoice and its PDF on record while stating that no payment is due. Reopen returns it to unpaid. A void invoice cannot be sent.

Duplicate is available for any invoice and opens a new editable draft with the same contact, items, and terms. It uses a new number and current default dates. This is the safe way to bill recurring work without changing history.

Plan limits apply to invoices created per month, not to editing or resending an existing one.

If a draft cannot be saved or its totals remain wrong after reloading it, Contact support.