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Documentation Index

Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Cashflowy lets you create professional invoices and send them directly to clients via email. Save drafts, customize line items, and track payment status.

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Creating an invoice

1

Go to Invoices

Navigate to Clients → Invoices in the sidebar.
2

Click '+ Add Invoice'

Click the + Add Invoice button at the top right.
3

Select a client

Choose a client from the dropdown. Haven’t added them yet? Add a client first.
4

Set invoice details

FieldDescription
Client NameSelect from dropdown (required)
P.O./MemoPurchase order number or memo (optional)
Invoice DateDefaults to today
Due DateWhen payment is expected (required)
5

Add line items

Each line item has these columns:
  • Services - select from your saved services
  • Description - details of the service
  • Hours - quantity of hours or units
  • Rate - price per hour/unit
  • Amount - auto-calculated from Hours × Rate
Click the + icon below the line items to add more rows.
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6

Customize (optional)

  • Edit Columns - customize which columns appear on the invoice
  • Discount - apply a percentage or flat discount with an optional description
  • Tax - apply a tax percentage with an optional description
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7

Preview and Send

Choose one of the following:
  • Save Invoice as Draft - saves without sending, edit anytime
  • Save & Send - emails the invoice to your client with a PDF attachment and a Pay Now link (if Stripe is connected)
To preview an invoice before sending, save it as a draft first, then click the three-dot menu on the invoice row and select View.

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Draft vs. Send

Save as Draft

Saves without sending. Edit anytime. Find drafts under Invoices → Draft tab.

Send Invoice

Emails the invoice to your client with a PDF attachment and a Pay Now link (if Stripe is connected).

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Invoice statuses

StatusMeaning
DraftCreated but not sent
SentEmailed to the client
ViewedThe client opened the invoice
Partially PaidSome payment received, balance remaining
PaidFull payment received
OverduePast due date with balance remaining

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Payment tracking

  • Mark as paid - manually record that payment was received
  • Record partial payment - track multiple payments against one invoice
  • Auto-reconcile - if Stripe is connected, payments are matched to invoices automatically

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Client payment experience

When you send an invoice, your client receives:
  1. An email with the invoice details
  2. A Pay Now link (if Stripe connected) — no login required
  3. A professional payment page where they can pay by card or bank transfer
  4. A confirmation page after successful payment
Set clear due dates. “Net 15” or “Net 30” are common. Shorter terms generally mean faster payments.