> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/common-workflows/invoicing.md). # Invoicing The **Invoicing** tab shows invoices from your connected **Stripe**, **Mercury**, or **BILL** accounts. Once an invoicing account is connected, invoices sync automatically with customer details, payment status, and line items (the individual products or services billed on an invoice). Native invoicing, which lets you build and send an invoice from Kick itself, is rolling out gradually and may not be available in your workspace yet. *** ### Views Use the dropdown in the top right to switch between three views: * **By customer**: one row per customer with invoice totals * **By invoice**: one row per invoice * **By line item**: one row per line item on each invoice, which shows you which products or services actually bring in the revenue The chart at the top summarizes invoice totals by status. Click a segment to filter the list below. *** ### Invoice status Each invoice shows a status set by Stripe, Mercury, or BILL, whichever one it came from: | Status | Meaning | | ------------- | ----------------------------------- | | Draft | Invoice created but not yet sent | | Open | Sent and awaiting payment | | Paid | Payment received | | Void | Cancelled, so nothing is owed on it | | Uncollectible | Marked as unlikely to be paid | Kick tracks one more thing on its own: whether you have matched an incoming payment to the invoice it paid. Matching in Kick records the payment against the invoice in your books, but it does not change the status in Stripe, Mercury, or BILL. *** ### Filters Filter by date range, entity, status, amount, account, and more using the filters at the top of the page. The Invoicing tab defaults to invoices from the last 90 days. *** ### Creating invoices in Kick Click **Create invoice** in the top right. If native invoicing is available in your workspace, choose **Kick** to open the invoice composer. You can also open Stripe, Mercury, or BILL to create an invoice in those tools. The composer opens with four sections. Expand them in whatever order you like: * **Details**: customer information, invoice dates, and payment terms * **Items**: the line items you are billing for * **Design**: logo, colors, and font * **Customize**: PDF size, memo, terms, and footer When the invoice is ready, move to the send panel to preview the customer email, then send it immediately or schedule it for later. → [Connect Your Accounts](/setting-up/connect-your-accounts-and-integrations.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.kick.co/common-workflows/invoicing.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.