Invoice Statuses

Creating an Invoice

Go to Invoices → New Invoice. Required fields:

• Client — must exist in your client directory first
• Invoice date — defaults to today
• Due date — drives overdue detection
• Line items — at least one item with description, quantity, and rate

Optional: tax rate (%), discount (%), currency (defaults to USD), notes, and payment terms.

Sending an Invoice

From the invoice detail page, click Send Invoice. This:

• Marks the invoice as SENT
• Emails the client a PDF attachment via Resend
• Includes a pay link if Stripe Connect is active (Pro/Business)

PDF Generation

Every invoice has a downloadable PDF generated server-side with Puppeteer. The PDF includes your company logo, contact details, line items, totals, tax breakdown, and QR code for the pay link.

Bulk Actions

Select multiple invoices on the list page to:

• Bulk send (Pro/Business — emails all selected DRAFT invoices)
• Bulk delete (removes DRAFT invoices only)
• Export to CSV (Pro/Business)

Client Fields

Client Detail Page

Click any client to see their full profile including:

• Total billed, total paid, outstanding balance
• Invoice history with status badges
• Payment history
• Quick actions: New Invoice for this client, Edit

Recording a Manual Payment

Open an invoice → click Record Payment. Provide:

• Amount (cannot exceed balance due)
• Payment date
• Method: Bank Transfer, Cash, Cheque, Credit Card, PayPal, Crypto, Other
• Reference number (optional)
• Notes (optional)

Partial payments are supported. The invoice moves to PARTIAL until fully paid, then PAID.

Online Payments via Stripe

Connect your Stripe account under Settings → Payout Settings. Once connected:

• A Pay Now button appears on emailed invoices
• Client pays via /pay/[invoiceId] — no account needed
• Stripe webhook auto-marks the invoice as PAID
• A small platform fee applies on each transaction

Creating a Recurring Template

Go to Recurring → New Template. Configure:

• Frequency: Weekly, Monthly, Quarterly, Yearly
• Start date: When the first invoice generates
• End date: Optional — leave blank to run indefinitely
• Auto-send: Automatically email the client when generated
• All the same fields as a regular invoice (client, line items, currency, notes)

How Generation Works

The system checks your active templates every day. When the next run date arrives, a new invoice is automatically created from the template — with all your line items, rates, and settings pre-filled. The next run date advances by the configured interval and the cycle continues.

Roles

Inviting Members

Go to Team → Invite. Enter the email address. The invitee receives an email with a one-click accept link. Once accepted, they can log in with their own account and all their actions operate under the team owner's data context.

Workflow Steps

Setup Steps

1. Upgrade to Pro or Business plan
2. Go to Settings → Payout Settings
3. Click Connect with Stripe — you'll be redirected to Stripe's onboarding
4. Complete Stripe's identity verification (takes ~2 minutes)
5. Return to the app — your account is now connected

Creating a Key

Go to API Keys in the sidebar. Click Generate New Key. The full key is shown once — copy it immediately. It is stored as a bcrypt hash and cannot be recovered.

Using a Key

Include the key in the Authorization header:

Authorization: Bearer sbif_your_key_here

Key Permissions

Available Events

Security

Every webhook delivery includes a signature in the X-Signature header so your receiving server can verify the request came from SB InvoiceFlow. Each webhook endpoint has its own unique secret shown when you create it.

Retries

Failed deliveries (non-2xx response or timeout) are retried up to 3 times with exponential backoff. All delivery attempts are logged in the Webhooks → Delivery Log for debugging.

Invoices

Clients

Payments

Error Codes

Emails Sent

Enabling Push Notifications

Click the Bell icon in the top navigation bar. When your browser asks for permission, click Allow. You're now subscribed and will receive notifications even when the app is not open.

Notification Events

Upgrading / Downgrading

Go to Settings → Billing & Plan. Select a new plan and confirm. Changes take effect immediately:

• Upgrade: Pro-rated charge, features unlock instantly
• Downgrade: Takes effect at end of current billing period

Cancellation

Cancel anytime from Settings → Billing. Your account downgrades to Free at the end of the current billing period. All your data is retained.

CSV Export

On the Invoices list page, select invoices using the checkboxes, then click Export CSV. The export includes:

• Invoice number, date, due date, status
• Client name and email
• Subtotal, tax, discount, total, amount paid, balance due
• Currency, sent date, paid date

PDF Download

Individual invoice PDFs can be downloaded from any invoice detail page. The PDF is generated on-demand server-side.

Support Channels by Plan

How to Contact Support

• Free plan: Click the chat bubble in the dashboard — it shows the support email address. Send an email directly from your mail client.
• Pro plan: Click the chat bubble in the bottom-right corner of any dashboard page. A staff member will reply inside the chat.
• Business plan: Same as Pro, but your messages are marked Priority and staff receive an immediate priority alert.

Toggling the Chat Bubble

You can show or hide the chat bubble from the sidebar. Click Support Chat in the sidebar to toggle it. Your preference is saved in the browser.

Conversation Status

All 137 Currencies

Changing Currency

• Default currency — go to Settings and choose from the currency dropdown. All new invoices will use this currency.
• Per-invoice currency — when creating or editing an invoice, use the currency selector in the invoice form to override the default for that invoice only.
• Currency rates — navigate to Currency Rates in the sidebar to view live exchange rates relative to your default currency.

Zero-Decimal Currencies

Some currencies do not use decimal places (e.g. JPY, KRW, BIF). Stripe handles these automatically — amounts are passed as whole numbers and no cents are shown on invoices.