Where invoices come from

Invoices generate automatically from active contracts: each billing period, EmpireVault creates an invoice for the period's recurring and retainer lines, snapshotting the amounts as they stood at issue. One-time and change-order charges get their own invoices. You don't build invoices by hand - the contract's billing schedule drives them.

Finding an invoice

Open a contract (via CRM > Contracts) and its Invoices card lists recent invoices, with View all for the full list. The invoice list can be filtered by status.

The invoice lifecycle

An invoice moves through draft, sent, paid, void, and overdue:

• Send emails the invoice PDF to the contract's billing contact - the contact needs an email address on file, and you'll get a clear error rather than a silent failure if it's missing.
• Mark paid records a payment for the full invoice amount - partial payments aren't supported, so the amount must match exactly.
• Void cancels an invoice with a reason. A paid invoice can't be voided.
• A sent invoice that passes its due date without payment is marked overdue automatically.

The PDF

Every invoice renders to a PDF you can download or send. The PDF is generated from the invoice's frozen line-item snapshot - editing the quote or contract afterwards never changes an invoice that has already been issued.