Invoicing & Payments

Create professional invoices in seconds, track payment status, and get paid faster with integrated payment processing. Argo Books makes invoicing simple and efficient.

To let customers pay online, connect Stripe or Square first. See Payment Portal for that one-time setup.

Creating Invoices

Generate professional invoices with just a few clicks:

1. Go to "Invoices" in the navigation menu, under Revenue
2. Click "Create Invoice"
3. Select a customer or create a new one (see Customer Management)
4. Add line items from your product catalog (see Product Management)
5. Set payment terms and due date
6. Preview and send

Payment Tracking

Keep track of all your invoices and their payment status:

• Draft: Invoice being prepared, never sent
• Pending: Invoice is ready but has not been sent yet
• Sent: Invoice delivered to customer, awaiting payment
• Viewed: The customer opened it on the payment portal
• Partial: Customer has made a partial payment
• Paid: Invoice fully paid
• Overdue: Payment is past the due date and not fully paid
• Cancelled: Invoice has been cancelled
• Refunded: Invoice was paid, then fully refunded
• Partially Refunded: Invoice was paid, then refunded in part

See How Numbers Are Calculated for how each status affects your revenue and profit figures.

Processing fees, and whether your customer or you pays them, are covered on Payment Portal.