Every field, amount, status, and permission on an invoice — what it means, where its value comes from, and who on your team can change it.
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Chef Diego runs a real food plant. If this page didn't get you there, tell us — a person reads every message.
A buyer calls about last month's bill. They quote their own PO number, your total reads higher than they remember, and the invoice shows a different number across the top than the one they wrote down. You open it in Invoices and read it back to them, field by field. This page names every part of an invoice — the two numbers it carries, where each amount comes from, the four states it moves through, and who can change it. Line+
Invoices opens on a list of every invoice in the company you're signed into, newest first. Each row leads with your reference code and a colored status badge, and shows the total in the invoice's currency, the requested date, and — when one is set — the delivery date. Switch companies in the top navigation to see a different plant's invoices; an invoice belongs to one company and never crosses over.
Three controls narrow the list:
New starts a blank invoice. It shows only if your role can create invoices.
Open any row and the invoice's details sit in the Invoice details panel. This is where the two numbers live, and they are not the same thing.
#1, #2, and
up. It's assigned when you create the invoice, counts up on its own within each
company, and you never type or change it.
The Contact information panel names the customer and pulls the rest from their record in Contacts — you don't retype it on the invoice.
Every product on the invoice is a . Each line shows the product name and code, then Qty, the unit price, and the tax rate as a percent. The amount on the right of a line is quantity times unit price — tax isn't folded into it.
The Financial summary builds the total from those lines, and you never type the total yourself:
Every invoice carries one status, and you set it by hand — Bettr doesn't move an invoice between states for you. The badge is color-coded so you can read the list at a glance:
An invoice holds up to five PDF attachments — a signed delivery ticket, the customer's purchase order — of up to 10 MB each, and each shows a View link. The Attachments panel appears only when the invoice has at least one. Notes hold free text for anything the customer should see, and that panel shows only when you've written something.
Access follows your role's permissions, set in Team & permissions:
Deleting hides an invoice, it doesn't erase it
Only a Draft can be deleted. Deleting drops it from every list, but the record is kept for audit and its number and reference code stay reserved — so the trail stays complete and no number is ever reused. To remove a Sent, Paid, or Overdue invoice, set it back to Draft first.
Every invoice in this list is one you entered by hand. There's no source field and no button that turns a sales order into a Bettr invoice — the list doesn't sort invoices into "from an order" and "typed in," because they're all typed in.
The one exception is Odoo
If you run your accounting on Odoo, a shipped sales order lets you download the invoice Odoo raised for that order as a PDF. That document lives in Odoo, not in this list — it's a copy of Odoo's invoice, not a Bettr record you edit here.