✅ How to Create and Manage Invoices in Britixo

Britixo allows you to create, send, and manage invoices for clients in just a few steps. Whether billing for services, products, or projects, each invoice can be fully customised with taxes, discounts, payment terms, and branding.

This article shows how to manually create an invoice and manage it through the full billing cycle.

Create a New Invoice

1. Log in to Britixo at https://britixo.com/app/login.
   
   

2. Go to Sales → Invoices.
   
   

3. Click New Invoice in the top-right corner.
   
   

Fill in Invoice Details

4. Complete the invoice form:
   
   

• Client – Select an existing customer
  
  

• Invoice Date – Defaults to today
  
  

• Due Date – Select the payment deadline
  
  

• Recurring – Optional, for repeating invoices
  
  

• Sale Agent – Assign the staff member
  
  

• Tags – Optional for internal sorting
  
  

• Admin Note / Client Note – Internal and external messaging
  
  

• Terms and Conditions – Will appear on the PDF
  
  

Add Invoice Items

5. In the Items section:
   
   

• Click Add Item
  
  

• Enter Item Name, Description, Quantity, Rate, and select applicable Tax
  
  

• Use the Add New Item dropdown to save items to your product/service library
  
  

• Add multiple items if needed
  
  

Totals, Discounts, and Adjustments

6. Review the invoice total:
   
   

• Taxes are automatically calculated
  
  

• Add a discount by fixed amount or percentage
  
  

• Use Adjustment (+/-) to apply rounding or fees
  
  

• Final Total is updated live
  
  

Save or Send the Invoice

7. Click one of the following:
   
   

• Save as Draft – For internal use only
  
  

• Save and Send – Opens the email modal to deliver to client
  
  

• Preview – To review the layout before sending
  
  

• Mark as Sent – Use if sending the invoice manually outside Britixo
  
  

Email the Invoice

8. Britixo provides a secure SMTP email server with every package.
   
   

• Edit the email message (pre-filled template available)
  
  

• The invoice PDF is auto-attached
  
  

• Add CC or BCC if necessary
  
  

• Click Send
  
  

Client will receive a secure link to view and download the invoice or pay online (if enabled).

Invoice Options After Creation

• Edit – Update any part of the invoice if unpaid
  
  

• Record Payment – Mark partial or full payments
  
  

• Send Reminder – Email unpaid invoice notices
  
  

• Convert to Credit Note – If invoice is refunded or voided
  
  

• Download PDF – For internal records or offline sharing
  
  

• Cancel Invoice – Archive the invoice (non-deletable after payment)
  
  

Tip

Enable automatic invoice reminders and late fee settings in Setup → Invoices to streamline payment follow-ups.