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✅ 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
Log in to Britixo at https://britixo.com/app/login .
Go to Sales → Invoices .
Click New Invoice in the top-right corner.
Fill in Invoice Details
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
Add Invoice Items
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
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
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
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.
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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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All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
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