Create, preview, email, duplicate, and track client invoices with secure online access, attached PDFs, tax details, and payment information.
Lyniti Invoices keeps billing inside same workspace as clients and finance work. Teams can prepare structured invoice details, review totals, and email each invoice with an attached PDF and expiring secure online link. Delivery updates invoice status without claiming online payment collection.
| Capability | Details |
|---|---|
| Client and business invoice details | Select an existing client or enter client details manually, then add business identity, addresses, contact details, VAT IDs, and purchase order reference. |
| Line items, tax, and reverse charge | Add quantities, unit prices, and tax rates while invoice totals calculate subtotal, tax, and final amount. Reverse charge can set invoice tax to zero. |
| Dates, currency, and payment information | Store issue and due dates, currency, payment method, IBAN, payment reference, payment message, terms, late-fee text, and notes. |
| Invoice preview before saving | Preview business, client, item, tax, payment, and note details while preparing invoice record. |
| Send, duplicate, and track status | Email invoices with an attached PDF and secure online link, resend when needed, duplicate existing records, and track lifecycle status. |
Invoice records can use an existing client or manually entered client details. An optional project connection keeps the commercial record closer to the work that created it without claiming automatic invoice generation from completed tasks.
Business identity, client contacts, billing addresses, VAT IDs, and purchase order references stay in the invoice record for later review.
Line items include a description, quantity, unit price, and tax rate. Lyniti calculates subtotal, tax amount, and final total from those values. Reverse charge can set invoice tax to zero when the user determines that treatment applies.
Issue date, due date, currency, payment method, IBAN, payment reference, payment message, terms, late-fee text, and notes can be stored with the invoice. Lyniti delivers these details securely without claiming online payment collection.
Teams can preview invoice details before saving, email a secure online invoice with an attached PDF, resend it when needed, duplicate an existing record, and track draft, sent, paid, overdue, or cancelled status. Payment status remains an operational record and does not imply automated payment verification.
Invoices sit beside client, project, finance, and bookkeeping context. Current workflow does not claim automatic accounting entries, recurring invoices, automated payment verification, or online payment collection.
Yes. Line items calculate subtotal, tax amount, and final total from quantity, unit price, and tax rate, with reverse-charge support.
Yes. Teams can select an existing client or enter required client details manually while creating invoice.
Lyniti emails invoices with an attached PDF and an expiring secure online link. Online payment collection and automated payment verification are not currently supported.
Yes. Invoice records support optional project context alongside the client and invoice details.
No automatic accounting posting is claimed. Invoices and bookkeeping are available in the same workspace, but current records remain separate workflows.
Create and email project invoices with secure online access, attached PDFs, client details, line items, tax, due dates, and status tracking.