> ## Documentation Index > Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt > Use this file to discover all available pages before exploring further. # Invoices Overview > How invoices work in JingjaiOps — generation from jobs, statuses, numbering, and the live invoice list. An invoice is a request for payment from a customer. JingjaiOps creates invoices automatically from jobs and tracks them all the way to a fully paid receipt. ## How invoices are created Invoices are generated from jobs, not from scratch: * **At job creation** — a draft invoice is created automatically based on the quote total. It stays in **Draft** until you send it. * **At job close** — the draft is finalized with any extensions, damage charges, and adjustments. You issue it to the customer. * **For long jobs** — recurring invoices fire on the schedule you set up (weekly, monthly, etc.). Read [Recurring Invoices](/invoices/recurring). You can also create a manual invoice from the Invoices list (use this rarely — manual invoices aren't linked to a job, so reporting doesn't roll them up to revenue per rental). ## Invoice number format Invoices use the format `INV-YYYY-NNNN`: * `INV` — invoice prefix (configurable in **Settings → Business Settings**) * `YYYY` — the year the invoice was finalized * `NNNN` — sequential, zero-padded to 4 digits, resets each year The number is assigned the moment you click **Send** (or **Finalize**). Drafts don't have a number — they show as **Draft #JOB-2026-0042** until issued. ## Invoice list The Invoices list shows every invoice with these columns: | Column | What it shows | | ---------- | --------------------------------------------------- | | Number | `INV-YYYY-NNNN` | | Customer | Customer name | | Issue Date | When the invoice was sent | | Due Date | Default = issue date + payment terms (configurable) | | Total | Including VAT | | Paid | Amount received so far | | Balance | Total minus paid | | Status | Draft / Sent / Partial / Paid / Overdue | Use the status filter at the top of the list to see only one type at a time. You can also filter by customer or date range. ## Statuses | Status | Meaning | | ----------- | ------------------------------------------- | | **Draft** | Created, not yet issued. No invoice number. | | **Sent** | Issued, waiting for payment. | | **Partial** | Partially paid. Balance still due. | | **Paid** | Fully paid. A receipt has been issued. | | **Overdue** | Past due date with balance > 0. | A status change is automatic — you don't change it manually. Recording a payment moves the invoice to **Partial** or **Paid**. The system marks invoices **Overdue** at midnight on the due date. ## Real-time updates Invoice status changes are visible in real time across: * The Invoices list * The customer's profile (Outstanding column) * The customer's health score * The dashboard "Outstanding" widget * The customer's portal — they see "Paid" the moment you record their payment ## Common actions From the invoice detail screen: | Action | What it does | | ----------------- | ------------------------------------------------------ | | Send to Client | Email PDF + portal link to pay | | Record Payment | Mark all or part of the invoice paid | | Issue Tax Invoice | Generate a Thai Tax Invoice (ใบกำกับภาษี) | | Generate Receipt | Issue a receipt for any payment received | | Apply Credit Note | Reduce the invoice total (returns, adjustments) | | Void | Cancel an invoice in Draft or Sent status (Admin only) | ## Next steps Cash, transfer, PromptPay — how to log payments. Issue a ใบกำกับภาษี for VAT-registered customers. Record a payment before the job starts. Set up automatic invoicing for long-term rentals.