> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nextoriahub.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoicing & Billing

> Create, send, and collect invoices with Stripe — all inside Nextoria Hub.

## Overview

Nextoria Hub's billing module replaces FreshBooks, QuickBooks, and standalone Stripe dashboards. Everything from invoice creation to payment collection to revenue analytics lives in one place.

## Creating an Invoice

Navigate to **Finance → Invoices → New Invoice**.

### Invoice Fields

| Field              | Description                                             |
| ------------------ | ------------------------------------------------------- |
| **Client**         | Select from your workspace's client list                |
| **Project**        | Associate with one or more projects (optional)          |
| **Invoice Number** | Auto-generated or custom (e.g. `INV-0042`)              |
| **Issue Date**     | Date the invoice is issued                              |
| **Due Date**       | Payment due date                                        |
| **Line Items**     | Description, quantity, unit price for each item         |
| **Tax Rate**       | Percentage applied to the subtotal                      |
| **Discount**       | Fixed amount or percentage                              |
| **Notes**          | Custom message visible to the client on the invoice PDF |
| **Currency**       | Workspace default or per-invoice override               |

### Line Items

Add as many line items as needed. Common patterns:

```
Service: Brand Identity Design    Qty: 1    Rate: $3,500
Service: Brand Guidelines PDF     Qty: 1    Rate: $500
Revision rounds (beyond 2)        Qty: 1    Rate: $150
```

### Invoice Branding

Invoices use your workspace logo, brand color, and agency name automatically. Customize the footer text and payment terms under **Settings → Finance → Invoice Defaults**.

## Sending Invoices

Once the invoice is ready:

1. Click **Review** to preview the PDF
2. Click **Send Invoice** — the client receives a branded email with a **Pay Now** button
3. The invoice status changes to `Sent`
4. Click **Mark as Sent** if you sent it outside the platform (email, postal, etc.)

<Tip>
  Clients can pay directly through the Client Portal without needing the direct
  link. All outstanding invoices appear in their **Billing** tab.
</Tip>

## Payment Collection

Payment is powered by **Stripe Checkout**. When a client clicks **Pay Now**:

* A Stripe Checkout session is created on the server
* The client completes payment (credit card, bank transfer, or SEPA depending on your Stripe configuration)
* On success, the invoice status automatically updates to `Paid`
* Both your team and the client receive a payment confirmation email

### Supported Payment Methods

| Method                        | Availability   |
| ----------------------------- | -------------- |
| Credit / Debit Card           | All plans      |
| ACH Bank Transfer             | US accounts    |
| SEPA Direct Debit             | EU accounts    |
| Bank Redirect (iDEAL, Sofort) | Growth + Scale |

## Invoice Statuses

| Status    | Description                         |
| --------- | ----------------------------------- |
| `Draft`   | Created but not yet sent            |
| `Sent`    | Emailed to client, awaiting payment |
| `Paid`    | Payment confirmed via Stripe        |
| `Overdue` | Past due date, not yet paid         |
| `Void`    | Cancelled, no longer collectible    |

Overdue invoices trigger automatic reminder emails at +3 days, +7 days, and +14 days past the due date. Configure or disable reminders in **Settings → Finance → Payment Reminders**.

## Expense Tracking

Track project-related expenses under **Finance → Expenses → Add Expense**:

| Field        | Description                                   |
| ------------ | --------------------------------------------- |
| **Category** | Software, Travel, Contractor, Equipment, etc. |
| **Amount**   | Expense value in your workspace currency      |
| **Date**     | Date the expense was incurred                 |
| **Project**  | Associate with a project for budget rollup    |
| **Receipt**  | Upload a photo or PDF of the receipt          |
| **Billable** | Toggle to include in client-facing reports    |

## Revenue Analytics

Navigate to **Finance → Analytics** for a full revenue dashboard:

* **Monthly Recurring Revenue (MRR)** trend chart
* **Outstanding vs. Collected** comparison
* **Top clients by revenue**
* **Average invoice payment time**
* **Overdue invoice aging** report

<Info>
  Revenue analytics are available on all plans. Forecasting and custom report
  exports are available on Growth and Scale plans.
</Info>