Frequently Asked Question

This guide covers the full lifecycle of an invoice in Goldilocks Invoice.

The Invoice Creation Workflow

Creating an invoice is a simple, step-by-step process:
1.Select a Customer: Choose an existing customer or create a new one.
2.Add Line Items: Add products or services from your item catalog, or create new line items on the fly.
3.Set Payment Terms: Specify the due date and any applicable taxes or discounts.
4.Preview and Send: Review the invoice to make sure everything is correct, then send it to your customer via email.

Tracking Invoice Status

Once an invoice is sent, you can track its status (Paid, Pending, Overdue) from the Invoices page. The status will automatically update as payments are recorded.

Recording Payments

When a customer pays an invoice, you can record the payment in Goldilocks Invoice. This will update the invoice status and your financial records.