Invoices
Full invoice lifecycle management with line items, PDF preview, and payment tracking.
Creating an invoice
Invoices can be created in two ways:
| Manually | From the item detail view, Invoices tab |
| From a proposal | Click "Convert to Invoice" on an accepted proposal, or enable auto-creation in the proposal template |
Manual creation
- Open an item's detail view
- Go to the Invoices tab
- Click "Create Invoice"
- Set a title, currency, and optionally a due date and template
- Add line items from your product catalog
- Add client notes and terms & conditions
When an invoice is created with tracked products, stock is automatically decremented. See Inventory for details.
PDF preview
Click "Preview" on an invoice to generate and view the PDF in a new browser tab. Template variables like {contact_name} and {contact_email} are resolved from the item's linked contact.
Sending invoices
| Send by email | The contact receives a link to view the invoice |
| Copy link | Share the public invoice URL directly |
Public invoice page
Each invoice has a public viewing page. Recipients can view the full invoice with line items, totals, and payment terms without needing a Slate account.
Recording payments
Track payments against invoices:
| Unpaid | No payments have been recorded |
| Partially Paid | Some amount received, balance remains |
| Paid | Full amount has been received |
Record partial or full payments with amount and date. View complete payment history per invoice.
Deleting invoices
Only draft invoices can be deleted. Invoices that have been sent, viewed, or paid cannot be deleted. When a draft invoice is deleted, stock is automatically restored for any tracked products.
Compliance & retention
Invoices are retained for 10 years to meet tax and legal compliance requirements. Associated files (PDFs, signed documents) follow the same 10-year retention period. Expired records are purged automatically.