Create and manage invoices

Invoices (/orgs/{orgId}/invoices) covers billing for completed work. The financial module must be active.

Entry points

• Invoices nav — list and create
• Filings — Generate invoice from a completed filing
• Home — shortcuts when filings are completed

Create a draft

1. Open create invoice (/orgs/{orgId}/invoices/create or from Filings).
2. Choose bill-to: Individual or Organisation account.
3. Add line items tied to approved service instances (and SAC / amounts as required).
4. Save as draft.

Lifecycle

Typical flow:

1. Draft — editable lines
2. Send — issued to the client
3. Paid — marked when payment is received

PDF export

Invoices support a print / export view (including a public export route used for PDF generation). Use the in-app export/print action from invoice detail when available.

Open in CARA: Open Invoices

Who can do this

Action	Admin	Member
List invoices	Yes (typical)	If granted
Create / edit draft	Yes (typical)	If granted
Send / mark paid	Yes (typical)	If granted