Overview
An invoice is a record of money a customer owes you for a product or service you have provided.
It shows:
What was sold
Who owes you
How much is owed
Whether the payment is full or partial
The remaining balance, if any
ℹ️ Note: Invoices are used to track sales that have not been fully paid.
What do invoices represent in your business?
In your business, an invoice represents:
A completed sale that is not fully paid yet
A record of customer debt to your business
The basis for tracking receivables
An invoice is a record of money that your customer still owes you.
How to create an invoice
Step 1: Go to Invoices
From the top navigation bar, click More
Select Revenue
Click Invoice
This opens the invoice table, where you can create and send invoices
Step 2: Create a new Invoice
Click the Add Invoice button
A form (modal) will appear for you to enter the details
Step 2: Enter your invoice details
You can record income in two ways:
Option 1: Use a prompt
Describe the transaction and let Adam generate it.
Example prompt:
Create an invoice with the following details:
Date: April 5, 2026
Customer: John Doe
Description: Catering services
Amount: $1,500
Due date: 14 days from invoice date
Option 2: Upload a document
You can upload the documents containing transaction details
The document can be in PDF, CSV, XLSX, or PNG format
⚠️ Warning: For any document attached, ensure that
Maximum 10 pages per PDF
Maximum 15,000 characters (approx. 1000 entries)
Step 3: Submit and review
Click Submit
Adam processes the data
Your invoice entry will appear in the table
Each entry on the table includes:
Invoice date
Customer name
Invoice number
Total amount
Amount paid
Outstanding balance
Tax or Discount (if applicable)
ℹ️ Note: For uploads, Adam will extract and record the invoice automatically.
How to record payments from customers
When a customer pays for an invoice, you can record the payment to update the balance.
Record a payment
Click on the balance of the invoice
A payment modal will appear
Enter the payment details:
Date
Payment account (e.g., cash or bank)
Amount
Click Save
ℹ️ Note: The system will automatically update the outstanding balance.
Record multiple payments (partial payments)
If the customer pays in parts:
In the payment modal, click the Add (+) icon
A new row will be created
Enter each payment separately (date, account, amount)
Click Save
ℹ️ Note: Each payment reduces the balance until the invoice is fully settled.
How to download and send invoices to customers
You can preview, download, or print any invoice before sending it to your customer.
View and preview an invoice
Go to the Invoices table
Locate the invoice record you want
Click on the attachment/view option
Select Preview
The system will open the invoice in a preview screen where you can view the full invoice details.
From the preview screen, you can click Download to save the invoice to your device, or Print to print a copy and share it directly with your customer.
How to Manage Invoices
Search and Filter Records
You can:
Use the search bar to find specific transactions
Filter the transactions by date range using the available date options
Edit or Delete Records
Each field on the income table is editable. Click directly on a field to edit details
To delete a transaction, select the transaction using the checkbox
You can select multiple transactions via the checkbox
Use the Delete icon at the top to remove it
