Invoice Management

Invoice Management Overview

Invoices are at the heart of PineBill. Whether you're billing clients for products, services, or hourly work, PineBill provides powerful yet intuitive invoice management tools. This section covers everything from invoice creation to status tracking and sharing.

Invoice Lifecycle

Understanding how invoices flow through your business:

Draft → Sent → Paid
         ↓
      Overdue (if past due date)

Any status can also move to:

→ Cancelled

[Diagram: Invoice lifecycle flow showing status transitions with arrows]

Status Meanings:

Status	Description	Next Actions
Draft	Created but not sent to customer	Edit, send, or delete
Sent	Shared with customer, awaiting payment	Mark as paid, send reminder
Paid	Payment received and recorded	Archive, export for accounting
Overdue	Past due date without payment	Send reminder, follow up
Cancelled	Invoice voided or cancelled	Archive or delete

Learn more about Invoice Statuses.

Invoice Modes

PineBill supports two invoicing modes to match your business model:

Product Mode (Default)

For businesses that sell products or deliver discrete services:

Characteristics:

Line items with quantity and unit price
Subtotal calculated as: quantity × price
Ideal for: retail, wholesale, project-based work, one-time services

Example:

Website Design Service    1 × $2,500 = $2,500
Logo Design              1 × $500   = $500
-------------------------------------------
Subtotal:                            $3,000

Hourly Mode

For businesses that bill by time:

Characteristics:

Time-based line items
Hours/minutes tracking
Hourly rate pricing
Ideal for: consultants, freelancers, legal services, agencies

Example:

Senior Developer    40 hrs × $150/hr = $6,000
Junior Developer    20 hrs × $75/hr  = $1,500
-------------------------------------------
Subtotal:                            $7,500

Choose the mode that matches how you charge clients. You can use different modes for different invoices within the same organization.

Key Features

Explore powerful invoice management features:

Creating Invoices

Master the invoice generator with step-by-step guidance for all options

Invoice Components

Understand all sections and elements that make up an invoice

Invoice Templates

Choose and customize professional invoice designs

Invoice Statuses

Track your invoices through their lifecycle

Editing Invoices

Modify existing invoices and understand best practices

Sharing Invoices

Securely share invoices with password protection and expiration

Invoice Settings

Configure invoice numbers, defaults, and preferences

Invoice List and Filtering

Access and manage all your invoices with powerful search, sorting, and filtering capabilities. Learn how to efficiently navigate your invoice list and find exactly what you need.

Learn more about Invoice List and Filtering →

Invoice Statuses

Understanding invoice status codes is crucial for managing your invoicing workflow. Learn about the five status types (DRAFT, SENT, PAID, OVERDUE, CANCELLED), their automatic behaviors, and common status transitions.

Learn more about Invoice Statuses →

Common Use Cases

Discover real-world examples and best practices for different business types including freelance consultants, e-commerce businesses, agencies, subscription services, and professional services.

Learn more about Common Invoice Use Cases →