Invoicing

Overview

Midday’s invoicing system enables you to create, send, and track professional invoices with built-in payment processing, templates, and automation. From one-time invoices to recurring billing, manage your entire invoicing workflow in one place.

Creating Invoices

Quick Invoice Creation

Start a new invoice

Click the ”+” button on the Invoices page or use the keyboard shortcut.

Add customer details

Select an existing customer or create a new one with email, name, and billing information.

Add line items

Add products or services with quantities, prices, and optional tax rates per item.

Customize and send

Choose your template, add notes, set payment terms, and send directly to your customer.

Invoice Components

Line Items

Build detailed invoices with flexible line items:

const lineItem = {
  name: "Web Development",
  quantity: 40,
  price: 150.00,
  unit: "hours",
  productId: "prod_123", // Optional: link to product catalog
  taxRate: 10 // Per-item tax rate (0-100)
}

Line Item Features:

Smart autocomplete from product catalog
Per-item tax rates
Flexible units (hours, items, days, etc.)
Automatic subtotal calculation

Product Catalog

Streamline invoicing with a product catalog:

Create Products
Use Products

const product = {
  name: "Consulting Services",
  description: "Hourly consulting rate",
  price: 200.00,
  currency: "USD",
  unit: "hour",
  taxRate: 10 // Default tax rate
}

// Products auto-populate in invoice line items
// Track usage count and last used date
const productUsage = {
  usageCount: 42,
  lastUsedAt: "2026-02-28T10:30:00Z",
  isActive: true
}

Navigate to Invoices → Products to manage your catalog.

Invoice Templates

Customization Options

Create professional-looking invoices that match your brand: Template Settings:

Logo upload
Custom colors and fonts
Paper size (A4 or Letter)
Date format preferences
Currency selection
Language/locale

Configurable Labels:

const template = {
  customerLabel: "Bill To",
  title: "INVOICE",
  fromLabel: "From",
  invoiceNoLabel: "Invoice #",
  issueDateLabel: "Issue Date",
  dueDateLabel: "Due Date",
  descriptionLabel: "Description",
  priceLabel: "Rate",
  quantityLabel: "Qty",
  totalLabel: "Amount",
  vatLabel: "VAT",
  taxLabel: "Tax",
  discountLabel: "Discount"
}

Template Features

All templates automatically calculate totals, taxes, and discounts. You can toggle which elements to display.

Toggle Options:

✅ Include VAT calculation
✅ Include tax calculation
✅ Include discount field
✅ Show decimal places
✅ Show units column
✅ Include QR code for payments
✅ Per-line-item tax rates

Invoice States

Invoices progress through multiple states:

Status Flow

type InvoiceStatus = 
  | "draft"      // Not yet sent
  | "scheduled"  // Scheduled for future send
  | "unpaid"     // Sent but not paid
  | "overdue"    // Past due date
  | "paid"       // Payment received
  | "canceled"   // Canceled by user
  | "refunded"   // Payment refunded

Dashboard Overview

The invoices page shows key metrics:

Invoice Summary

Open Invoices: Draft, scheduled, and unpaid totals
Overdue Amount: Total value of overdue invoices
Paid This Period: Successfully collected payments
Payment Score: Your average time to payment

Recurring Invoices

Automate repetitive billing with recurring invoices:

Schedule Options

Set schedule

Choose frequency: weekly, monthly, quarterly, or yearly.

Define duration

Set end date or make it ongoing until manually stopped.

Activate

Enable the recurring schedule and invoices will be automatically created and sent.

const recurringInvoice = {
  frequency: "monthly",
  startDate: "2026-03-01",
  endDate: "2026-12-31", // or null for ongoing
  autoSend: true,
  reminderEnabled: true
}

Payment Processing

Payment Links

Every invoice includes a secure payment link:

Embedded payment form
Multiple payment methods
Automatic payment confirmation
Receipt generation

Payment processing must be enabled in your settings. Set up your payment provider integration first.

Payment Tracking

const paymentDetails = {
  paidAt: "2026-02-28T14:30:00Z",
  viewedAt: "2026-02-27T09:15:00Z",
  reminderSentAt: "2026-02-26T10:00:00Z",
  sentTo: "[email protected]",
  sentAt: "2026-02-25T08:00:00Z"
}

Email Customization

Customize the email sent with invoices: Email Template:

const emailSettings = {
  emailSubject: "Invoice #{{invoice_number}} from {{company_name}}",
  emailHeading: "You have a new invoice",
  emailBody: "Please find your invoice attached. Payment is due by {{due_date}}.",
  emailButtonText: "View Invoice"
}

Advanced Features

Internal Notes

Customer-Facing Notes
Internal Notes

const customerNote = {
  note: "Thank you for your business!",
  bottomBlock: {
    type: "doc",
    content: [/* Rich text content */]
  }
}

const internalNote = {
  internalNote: "Customer requested extended payment terms",
  visibility: "team-only"
}

Tax & Discount Handling

Tax Options:

Global tax rate (applied to all items)
Per-line-item tax rates
VAT calculation
Tax-inclusive or exclusive pricing

Discount Options:

Percentage discount
Fixed amount discount
Applied before or after tax

const pricing = {
  subtotal: 1000.00,
  discount: 100.00,     // 10% discount
  tax: 90.00,           // 10% tax on discounted amount
  vat: 0,               // Optional VAT
  total: 990.00
}

Customer Management

Invoices are linked to customers:

Customer Profiles: Store billing details, email, website
Invoice History: View all invoices per customer
Quick Select: Autocomplete when creating new invoices
Customer Insights: Track most active and top revenue customers

See Customer Management for more details.

Integration with Time Tracking

Convert tracked time into invoices:

Track time on projects

Use the time tracker to log hours for your client projects.

Select time entries

From the tracker calendar, select the date range or entries to invoice.

Generate invoice

Click “Create Invoice” and time entries are converted to line items automatically.

// Time entries become line items
const timeToInvoice = {
  project: "Client Website",
  entries: [
    { date: "2026-02-24", hours: 8, rate: 150 },
    { date: "2026-02-25", hours: 6.5, rate: 150 }
  ],
  // Generates line item:
  lineItem: {
    name: "Client Website - 14.5 hours",
    quantity: 14.5,
    price: 150,
    unit: "hours"
  }
}

Automated Reminders

Never chase payments manually:

Automatic Reminders: Send reminders for overdue invoices
Customizable Timing: Set when reminders are sent
Delivery Tracking: See when reminders are opened

Reporting & Analytics

Invoice Metrics

Track your invoicing performance:

Payment Score: Average days to payment
Outstanding Amount: Total unpaid invoices
Monthly Revenue: Paid invoices per period
Customer Analytics: Top customers by revenue

Export Options

PDF Export: Download invoice as PDF
Data Export: Export invoice data to CSV
Accounting Integration: Sync with QuickBooks, Xero, Fortnox

Best Practices

Pro Tip: Use the product catalog for consistency and faster invoice creation. Products remember your pricing and automatically populate tax rates.

Set clear payment terms - Include due dates on every invoice
Use professional templates - Add your logo and brand colors
Enable payment links - Make it easy for customers to pay
Send reminders - Automate follow-ups for overdue invoices
Track viewed status - See when customers open invoices
Use recurring billing - Automate monthly retainer invoicing

Keyboard Shortcuts

N - New invoice
F - Filter invoices
Esc - Close invoice sheet
/ - Search invoices

Troubleshooting

Invoice not sending?

Check customer email address
Verify email settings configured
Check spam folder for test emails

Payment not processing?

Ensure payment provider is connected
Verify payment link is enabled in template
Check payment provider status

Wrong currency showing?

Update template currency setting
Check customer currency preference
Verify team default currency

Get Started

Core Features

Integrations

Development

Overview

Creating Invoices

Quick Invoice Creation

Invoice Components

Line Items

Product Catalog

Invoice Templates

Customization Options

Template Features

Invoice States

Status Flow

Dashboard Overview

Invoice Summary

Recurring Invoices

Schedule Options

Payment Processing

Payment Links

Payment Tracking

Email Customization

Advanced Features

Internal Notes

Tax & Discount Handling

Customer Management

Integration with Time Tracking

Automated Reminders

Reporting & Analytics

Invoice Metrics

Export Options

Best Practices

Keyboard Shortcuts

Troubleshooting

Build docs developers (and LLMs) love

Get Started

Core Features

Integrations

Development

​Overview

​Creating Invoices

​Quick Invoice Creation

​Invoice Components

​Line Items

​Product Catalog

​Invoice Templates

​Customization Options

​Template Features

​Invoice States

​Status Flow

​Dashboard Overview

Invoice Summary

​Recurring Invoices

​Schedule Options

​Payment Processing

​Payment Links

​Payment Tracking

​Email Customization

​Advanced Features

​Internal Notes

​Tax & Discount Handling

​Customer Management

​Integration with Time Tracking

​Automated Reminders

​Reporting & Analytics

​Invoice Metrics

​Export Options

​Best Practices

​Keyboard Shortcuts

​Troubleshooting

Build docs developers (and LLMs) love

Overview

Creating Invoices

Quick Invoice Creation

Invoice Components

Line Items

Product Catalog

Invoice Templates

Customization Options

Template Features

Invoice States

Status Flow

Dashboard Overview

Recurring Invoices

Schedule Options

Payment Processing

Payment Links

Payment Tracking

Email Customization

Advanced Features

Internal Notes

Tax & Discount Handling

Customer Management

Integration with Time Tracking

Automated Reminders

Reporting & Analytics

Invoice Metrics

Export Options

Best Practices

Keyboard Shortcuts

Troubleshooting