Invoices

Bill a customer for a single charge in Cornerspot — open the Invoices page, click New Invoice, pick the customer, add a line item, set the due date, and click Create Draft Invoice.

Remove an invoice you no longer need in Cornerspot — only drafts can be deleted. Click the trash icon on a draft row (or use the Advanced section or bulk Delete), and confirm; finalized invoices are voided instead.

Get a PDF copy of any invoice in Cornerspot — open the invoice from the Invoices list and click Download PDF in the header to generate and download the document.

Reuse an invoice in Cornerspot — from the Invoices list, click the copy icon on a row, then choose Leave as Draft or Finalize Immediately to clone its customer, line items, taxes, discounts, and terms.

Change an invoice before it's finalized in Cornerspot — open the draft, click Edit, update the payment terms, due date, and notes, then click Save Changes.

Turn a draft into a real, sendable invoice in Cornerspot — open the draft, click Finalize invoice, confirm, and watch it move to Open with its own INV- number, ready to send and collect.

Bill a won deal in one motion — open the deal, click Mark Won + Convert, walk through the wizard, and Cornerspot generates a draft invoice from the deal that's linked right back to it.

Build the Line items section of a Cornerspot invoice — add a product or a custom line, set the quantity and unit price, watch the totals roll up into the Subtotal, and remove lines you don't need.

Control when an invoice is due in Cornerspot — choose Payment terms (Net 30 by default) that compute the due date at finalize, or set an explicit Due date that overrides them.

Add taxes and discounts to a draft invoice in Cornerspot — per line or across the whole invoice — and watch them fold into the Discount, Tax, and Total rows.

Locate any invoice fast in Cornerspot — search by number, account, or item; filter by status, overdue, and date range; review removable filter chips; and sort by clicking a column header.

Understand how a recurring subscription produces invoices in Cornerspot — each billing cycle generates an invoice that lands in your Invoices list and links back to the subscription under Linked records.

A tour of the Cornerspot Invoices area — where it lives, how to start a new invoice (or convert a deal or subscription), the key columns you’ll watch, and how to find any invoice fast.

Learn the vocabulary behind Cornerspot invoices — the lifecycle (Draft to Open to Paid), every status, the hero card money fields, and the totals band — so the rest of the Invoices guides make sense.

Set up reusable tax rates and discounts in Cornerspot — from the Taxes and Discounts settings, create a tax rate (name, rate, region) and a discount (percentage or fixed amount) that appear in the pickers when you build an invoice.

Write off an overdue invoice you no longer expect to collect — open the overdue invoice, go to the Advanced section, and click Mark uncollectible. It leaves your open AR report but stays on file for audit.

Track an invoice paid in installments in Cornerspot — record a payment smaller than the balance to move the invoice to Partially paid, then keep recording until the balance reaches zero and the invoice is Paid.

Log a payment received by check, cash, or bank transfer in Cornerspot — open the invoice, click Record manual payment, enter the amount, choose the method, set the date, and click Record payment.

Tour the invoice detail page in Cornerspot — the hero card (Subtotal, Collected, Refunded, Outstanding), the Lifecycle bar, the Payments card, and the Activity timeline with its note composer and filter.

Nudge a customer who hasn't paid yet — open the outstanding invoice and click Send reminder to email them the amount due and a way to pay. The reminder is logged in the invoice Activity timeline.

Cancel a finalized invoice in Cornerspot — open the invoice, scroll to the Advanced section, click Void invoice, type “void” to confirm, and the status flips to Void while the record stays for audit.