Invoices & getting paid
Create professional invoices under Invoices → + Create: customer, line items, due date, and your branding (logo, template).
The invoice form stays inside the browser viewport on phones, tablets and desktops. Its content scrolls internally, so the header and primary actions remain reachable even with a long invoice or an on-screen keyboard.
Drafts, currency and Classes
When creating an invoice you can:
- Save it as a Draft while it is still being prepared, or as a Sent invoice when it is ready.
- Choose an Invoice currency. For a foreign currency, confirm the exchange rate and base-currency preview; the booked rate is frozen with the invoice.
- Choose an optional Reporting Class such as Retail or Wholesale. Its payment inherits the same Class.
Draft invoices cannot receive payments. See Multi-currency & FX for rate entry and rounding.
Sharing and payment links
Send invoices as public payment links — customers open a secure page, see the balance, and can pay through your configured payment rails (mobile money, Paystack, Flutterwave, bank instructions).
Tracking
The Invoices page shows outstanding, collected, and overdue amounts, with a receivables Aging view. Payment reminders can be automated on a schedule.
Recording payments
When money lands, record the payment against the invoice — it creates the matching income transaction in the right money location, keeping the books and receivables in sync.
Voiding and deleting invoices safely
Void preserves the invoice and payment history but removes its accounting effect. For a paid or partially paid invoice, SBB creates append-only reversals for the related payment transactions instead of erasing history.
Delete moves an eligible invoice out of operational views and into the owner-only Recycle Bin. It disappears from invoice lists, reports, reminders, exports, public links and payment checkout while it is there.
| Current state | What to do before deletion | Result |
|---|---|---|
| Draft | Nothing | Move directly to Recycle Bin |
| Sent, unpaid | Nothing | Move directly to Recycle Bin |
| Overdue, unpaid | Nothing | Move directly to Recycle Bin |
| Partially paid | Void first | Payments are reversed, then the void invoice can be deleted |
| Paid | Void first | Payments are reversed, then the void invoice can be deleted |
| Void | Nothing | Move to Recycle Bin; accounting remains reversed |
Delete one invoice
From an invoice card or invoice detail:
- If it is paid or partially paid, select Void and confirm.
- Select Delete.
- Confirm Move to Recycle Bin.
A void invoice cannot be edited or paid again.
Clear several test invoices
- On the invoice list, tick the invoices you want to process.
- Select Void selected when paid or partially paid records are included.
- Select the void records again and choose Delete test data.
Bulk processing reports how many records were completed and which were left unchanged. A paid record is never silently deleted if it has not been voided.
Recover or permanently remove an invoice
An owner can restore the invoice from the Recycle Bin. A formerly paid invoice always restores as Void; restoring it does not bring revenue or receivables back into the books.
An owner can also delete it permanently from the Recycle Bin. This removes the invoice document and its dependants, but retains the already-nullified payment transaction records needed for the append-only accounting audit.
Related
- Customers — who you are invoicing
- Credit book — informal tabs rather than formal invoices
- Mobile money payments — the rails customers pay on
- Share links — sending a view without an account
- Cash-flow forecast — unpaid invoices as committed income
- Recycle Bin — restore or permanently remove invoices
- Reporting Classes — segment invoice revenue
- Multi-currency & FX — foreign invoices and rates