Limitlytics invoicing is deal-driven. When a contact becomes a Customer or you record an Upsell, Limitlytics creates the billing schedule automatically and materializes the first invoice as a draft for review.

What invoicing covers

The invoicing system supports:

• Automatically generated invoices tied to a deal
• One or more editable line items
• Paid in full or payment plan schedules
• Draft invoices for scheduled installments
• A dedicated Review draft step before finalization
• A saved invoice billing profile snapshot for the sender details
• Manual tax labels, rates, and simple tax exemptions
• Public link sharing
• Partial payments and refunds

Important: Invoices are admin-only. Regular users cannot create, finalize, void, or edit invoices.

How invoices are created

Invoices are generated from the deal flow:

1. Move a contact to Customer, or use Record upsell
2. Select the offer
3. Set the deal value
4. Choose the transaction type
5. Set the first invoice date
6. If it is a payment plan, choose the number of installments and optionally a higher first invoice amount
7. Save

Limitlytics then:

• Creates the deal
• Creates the billing schedule
• Generates the first invoice as a Draft
• Leaves future installments as schedule rows until their bill date arrives

Billing sidebar

Navigate to Billing in the sidebar to manage the full billing lifecycle:

• Deals -- every deal with committed amount, collected amount, current payment state, next invoice date, and plan end date
• Payment Plans -- multi-installment schedules, paid progress, upcoming installments, and remaining balances
• Invoices -- every generated invoice, including drafts waiting to be reviewed, finalized, and shared
• Payments -- every payment or refund recorded from an invoice

Working with draft invoices

Open Billing > Invoices and click Review draft to open a compact review panel for the draft invoice.

On a draft invoice you can:

• See a readiness summary showing what is still missing
• Review the saved sender billing profile snapshot
• Finalize the invoice once everything is ready
• Open the dedicated Edit draft page when you need to change line items, tax settings, due date, or notes
• Edit the linked contact when recipient billing details need to change

Use Edit draft and then Save draft while information is still incomplete. Drafts can stay incomplete as long as needed.

Recipient details on a draft invoice are synced from the linked contact. If the customer name, email, company, VAT number, or billing address is wrong, update the contact instead of editing the invoice directly.

When the draft is ready, click Finalize. Finalizing:

• Assigns the official invoice number
• Locks the invoice issue date
• Activates the public invoice link
• Makes the invoice eligible for payment recording
• Starts due-date tracking from the finalized invoice state
• Makes the invoice ready to share manually with the public link

Changes to the draft invoice update the linked billing installment and the deal's committed amount automatically until the invoice is finalized.

Draft invoices automatically switch to the latest invoice billing profile from Settings > General until they are finalized. Once an invoice is finalized, it keeps the billing profile snapshot already linked to it.

Finalizing and sharing an invoice

Finalizing and sharing are separate steps.

1. Open Billing > Invoices
2. Click Review draft
3. If needed, click Edit draft and save your changes
4. Return to Billing > Invoices
5. Click Review draft
6. Click Finalize
7. Open the public invoice link and share it manually

You can:

• Open or copy the public invoice link immediately after finalization
• Share that link manually in whatever channel you prefer

Limitlytics blocks finalization until the required sender details, recipient name, due date, and at least one line item are complete. Other customer billing details like address and company name are optional. The draft review panel groups missing information so you know whether the issue is the billing profile, the customer details, the invoice details, or the line items.

When an invoice is finalized:

• Its official invoice number is assigned
• Its issue date is locked
• The draft becomes operationally valid and publicly shareable
• The public link becomes active
• It becomes available for payment recording

Payment plans

Payment plans are handled through Billing > Payment Plans.

• Only the first installment is created as a real draft invoice immediately
• Future installments stay as schedule rows
• On each installment's bill date, Limitlytics materializes that installment into a new Draft invoice
• You can edit future pending installment dates and amounts from the Payment Plans page

Public invoice view

Every finalized invoice has a public URL that:

• Works without login
• Shows only invoice data
• Shows the saved sender billing profile snapshot used for that invoice
• Shows a simple Paid or Unpaid badge next to Print / Save as PDF
• Includes print styling for Print / Save as PDF
• Keeps the printable invoice itself fixed to issued invoice content like sender details, recipient details, line items, tax, totals, issue date, due date, and currency
• Keeps live payment-state details like paid dates, paid amounts, balances, and the public status badge out of the printable invoice body

Draft and void invoices are never exposed publicly.

Recording payments

Use Record payment on a finalized, overdue, or paid invoice to log:

• Payments
• Refunds

Each transaction stores:

• Amount
• Type
• Date and time

What happens after a payment is recorded

• A deal transaction is created or updated automatically
• Deal payment status stays in sync
• Cash Collected stays in sync
• The contact lifetime paid value updates

Draft invoices are excluded from payment actions. If a deal only has a draft invoice, finalize it first from Billing > Invoices.

Invoice statuses

Void rules

Void is meant for cancelling an issued invoice that should no longer be collected.

In v1, invoices with recorded payments cannot be voided. If money has already moved, use refunds instead so the history stays accurate.

Best practices

• Send and manage payments from the invoice, not from the generic contact payments view
• Use Billing > Payment Plans when you want to reshape future installments
• Review each draft invoice before finalizing, especially for payment plans
• Finalize first to lock and activate the invoice, then share the public link manually
• Use a tax exemption reason when no VAT or sales tax should be charged on that invoice
• Use the correct payment date so financial reporting stays accurate
• Fill in your invoice billing profile in Settings > General before sharing client-facing invoices

Related

• Closing Deals
• Offers
• Payments & Transactions
• Settings