Creating an invoice
Two ways:
Via chat:
“Create an invoice for Beta Industries, $5,500, March retainer.”
Dotio builds the invoice. You review the details — amounts, tax, due date — and confirm.
Via the UI:
Go to Bookkeeping → Invoices → New. Fill in the form. Save.
What’s on an invoice
- Client — who it’s to.
- Invoice number — generated automatically (format customizable in settings).
- Date and due date.
- Line items — what you’re charging for.
- Tax — applied per line.
- Currency — can differ from your base currency.
- Notes — anything you want the client to see.
- Payment terms — “Net 30,” “Due on receipt,” etc.
Draft vs issued
Invoices start as drafts. You can edit everything. Once you issue the invoice, it’s locked and gets a permanent number. You can’t edit an issued invoice — you void it and create a new one, or post a credit note.
Sending
When you issue an invoice, Dotio generates a PDF and can send it directly to the client’s email. You can also download and send yourself.
Tracking payment
Every invoice has a status:
- Draft — not yet sent.
- Issued — sent, awaiting payment.
- Partially paid — some payment received.
- Paid — fully paid.
- Overdue — past due date, unpaid.
- Voided — cancelled.
Ask Dotio: “show me all overdue invoices” anytime.
Voiding
Click Void on an invoice. This creates a reversing credit note automatically so your books stay balanced. The original is kept in the system for the audit trail but marked voided.
Reminders
Set up automatic payment reminders. Default is three — gentle, firm, final — sent at configurable intervals. Customize in Settings → Invoicing.