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How to View and Manage Client Invoices in Britixo?
Britixo allows you to view all invoices linked to a specific client, create new ones directly from the client profile, and manage payment status in one place. This keeps your billing workflow organised and accessible from each client’s dashboard.
This article explains how to access, create, edit, and track invoices associated with individual clients.
🔹 Step-by-Step: View and Manage Client Invoices
🧭 Access the Client Profile
Log in to Britixo at https://britixo.com/app/login .
From the left-hand menu, click Customers → Clients .
Click on the Client Name to open their profile page.
📄 View Invoices for a Client
In the client profile, click the Invoices tab.
You will see a list of all invoices assigned to this client, including:
Invoice Number
Date Created
Due Date
Amount
Status (e.g., Unpaid, Paid, Overdue)
Click on any invoice to view full details or download a PDF copy.
➕ Create a New Invoice from the Client Profile
In the same Invoices tab, click the “New Invoice” button.
Fill in the invoice details:
Bill To – Pre-filled with the client’s name and address
Invoice Date and Due Date
Items – Add services or products
Tax – Add tax rates if applicable
Terms – Add custom terms or use predefined ones
Notes – Include optional internal notes
Click Save to generate the invoice.
You’ll be redirected to the invoice view where you can send it by email, download, or mark as sent.
🔁 Edit or Update Existing Invoices
Click the pencil icon (🖉) next to any invoice to make changes.
Update any fields, then click Save again to apply changes.
Note: You can only edit invoices that are in Draft or Unpaid status.
🧠 Tip
You can also filter invoices by status or date from the client profile to quickly review outstanding payments or billing history. Always ensure the client’s address and currency are correct before invoicing.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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