Overview
An invoice in Bousol Enterprise includes:- Client information — Who is being billed
- Line items — Description, quantity, and price of goods/services
- Due date — When payment is expected
- Payment link — Auto-generated link for customers to pay
- Status tracking — From draft to paid
Creating an Invoice
Step 1: Navigate to Invoices
Click Invoices in the sidebar, then click Create Invoice.Step 2: Select Client
Choose an existing client or create a new one. The client’s contact information will be used for notifications.Step 3: Add Line Items
Add one or more line items:| Field | Description | Example |
|---|---|---|
| Description | What you’re billing for | ”Monthly Water Service” |
| Quantity | Number of units | 1 |
| Unit Price | Price per unit | 500.00 |
Step 4: Set Invoice Details
| Field | Description |
|---|---|
| Currency | HTG or USD |
| Due Date | When payment is expected |
| Invoice Number | Auto-generated (e.g., INV-001) |
| Memo | Optional notes for the customer |
Step 5: Save or Send
- Save as Draft — Save without sending. Edit later before sending.
- Send Invoice — Save and immediately send to the customer.
Invoice Status
| Status | Description |
|---|---|
| Draft | Created but not sent. Customer cannot pay yet. |
| Sent | Sent to customer. Payment link is active. |
| Viewed | Customer has opened the payment link. |
| Overdue | Past due date, still unpaid. |
| Paid | Payment received and confirmed. |
| Void | Canceled. Payment link is disabled. |
Status Flow
Managing Invoices
Viewing Invoices
The invoice list shows all invoices with filtering options:- All — All invoices
- Draft — Unsent invoices
- Sent — Sent and awaiting payment
- Overdue — Past due date
- Paid — Completed payments
Invoice Actions
| Action | When Available | Description |
|---|---|---|
| Edit | Draft only | Modify invoice details |
| Send | Draft | Send to customer |
| Resend | Sent, Viewed, Overdue | Send reminder |
| Copy Link | Sent, Viewed, Overdue | Copy payment link to clipboard |
| Download PDF | Any status | Download invoice as PDF |
| Void | Not paid | Cancel the invoice |
Sending Reminders
For unpaid invoices, you can send reminders:- Open the invoice
- Click Send Reminder
- Choose notification method (Email or SMS)
Recurring Invoices
For regular billing (monthly utilities, subscriptions), use invoice templates.Creating a Template
- Go to Invoices → Templates
- Click Create Template
- Set up the invoice details (same as regular invoice)
- Configure the schedule:
| Field | Description | Example |
|---|---|---|
| Frequency | How often to generate | Monthly |
| Start Date | When to begin | Feb 1, 2026 |
| End Date | When to stop (optional) | Dec 31, 2026 |
How Templates Work
- System automatically creates invoices based on the schedule
- New invoices are created in Draft status
- You can review and send them manually, or enable auto-send
Payment Flow
When a customer receives an invoice:- They receive SMS/email with a payment link
- Clicking the link shows invoice details and a Pay Now button
- Pay Now opens the Bousol Wallet app
- Customer confirms payment in the app
- Payment settles on Stellar blockchain (3-5 seconds)
- Invoice status updates to Paid
- Both parties receive confirmation
Best Practices
Invoice Descriptions
Write clear line item descriptions that customers will understand on their bank statements. Good: “Monthly Water Service - January 2026” Avoid: “SVC-001”Due Dates
- Set reasonable due dates (7-30 days is typical)
- Send reminders a few days before the due date
- Follow up on overdue invoices promptly
Record Keeping
- Download PDF copies for your records
- Use the Reports feature to export transaction history
- Set up webhooks to sync paid invoices with your accounting system
API Integration
For automated invoice creation, see Invoices API.Next Steps
- Payment Links — Quick collection without formal invoices
- Reports — Track invoice payments
- Webhooks — Get notified when invoices are paid