A one-off invoice bills a customer for a single, non-recurring charge. In Cornerspot you build it from the Invoices page: choose the customer, add what you're charging for, set when it's due, and save it as a draft you can review before finalizing. This guide shows you how, start to finish.
How to create a one-off invoice in Cornerspot
You'll start a new invoice from the Invoices list, fill in a few fields, and land on the new draft's detail page — ready to finalize and send.
1. Open the Invoices page
From the dashboard, select Invoices in the left-hand menu (under Members & Billing). This opens your invoice list, with a New Invoice button in the top-right corner.
2. Click “New Invoice”
Select New Invoice to open the New invoice form. You'll fill in the customer, line items, and terms here, then save it as a draft.
3. Choose the customer
In the Customer field, search for and select the account you're billing. Cornerspot fills the Currency in for you using your default currency — you can change it if this invoice should be billed in another currency.
4. Add a line item
Under Line items, click Add line item. Choose Select Product to pull from your catalog, or Custom Item to type a one-off charge. Give it a description, then set the Quantity and Unit price — the line total and invoice subtotal update as you go. Add as many lines as you need.
5. Set the payment terms and due date
Pick your Payment terms — Due on Receipt, Net 15, Net 30, Net 45, Net 60, or Net 90 (Net 30 by default) — which Cornerspot uses to compute the due date when you finalize. To set an explicit date instead, use the Due date field; its hint notes it “Overrides the computed due date from terms.” You can also add Notes that appear on the invoice.
6. Create the draft
When everything looks right, click Create Draft Invoice. Cornerspot saves the invoice as a draft and opens its detail page, confirming with a “Draft invoice created.” message.
7. Review your draft
Your new invoice opens in Draft status. A draft is fully editable — you can change the customer, line items, terms, and notes until you're happy with it. When it's ready, finalize it to assign an invoice number, set the issue date, and lock it as Open, then send it to your customer.
What happens after you create a draft
Creating the draft is the first step in the invoice lifecycle. From here, an invoice moves through a few statuses:
- Draft: A work-in-progress you can freely edit. It doesn't have an invoice number yet and isn't visible to your customer.
- Open: Once you finalize, the invoice locks, gets its
INV-number, and is ready to be paid. - Partially paid / Paid: As payments come in, the balance updates and the status reflects how much has been collected.
- Overdue: An open invoice whose due date has passed.
- Void / Uncollectible: A finalized invoice can be voided (cancelled) or written off as uncollectible — it stays in your records for audit.
Tips for clean invoices
- Double-check the customer and currency before finalizing — a finalized invoice can't be edited (you'd void it and create a new draft).
- Use clear line-item descriptions so the customer immediately understands the charge.
- Set terms or an explicit due date so the invoice flips to Overdue at the right time and reminder emails read correctly.
- To accept online card and bank payments, connect a payment processor (Stripe) from the Payments settings — see the Payments guides.