Getting Started

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.

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.

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.