Invoices stand as the lifeblood of business transactions, serving as tangible records of services rendered, goods exchanged, and financial agreements upheld. At Enlivy, we recognize the pivotal role invoices play in the heartbeat of commerce. Efficient invoice management isn’t just a convenience; it’s a cornerstone of successful business operations.

In this article, we embark on a journey through the core of Enlivy’s invoicing module. From the intuitive invoice dashboard to the seamless process of sending and managing invoices, we’ll explore how Enlivy streamlines this essential aspect of your business.

We’ll offer more information about the Invoice Menu in Enlivy, Internal Invoices, External Invoices, and how the Invoice information affects the Main Dashboard of Enlivy.

The Invoice Menu In Enlivy

The invoice menu within Enlivy serves as the central hub for all inbound and outbound invoices. Here, users have access to a comprehensive repository of stored invoices within the Enlivy app. From this dashboard, users can efficiently navigate through their invoice database, employing features such as search functionality and tag filtering to locate specific invoices swiftly. Additionally, users can edit existing invoices directly from this interface and seamlessly add new invoices to the system.

Invoice Menu in Enlivy


The invoice Menu revolves around a centralized table that displays crucial details about invoices, offering a comprehensive overview of each transaction. Key information includes:

  • Direction

    Indicates whether the invoice is outbound (sent) or inbound (received).

  • Number

    A unique identifier assigned to each invoice for easy reference.

  • Status

    Provides insight into the current status of the invoice, such as “paid,” “sent via email,” “refunded,” or “overdue.”

  • Total

    The total sum specified on the invoice.

  • Sent By

    Identifies the business entity that initiated the invoice.

  • Received By

    Specifies the business entity that received the invoice.

  • Issue Date

    Indicates the date when the invoice was originally issued.

  • Paid Date

    Reflects the date when the invoice was settled or paid.

  • Tags

    Users can create and assign specific tags to invoices, facilitating quick filtering, sorting, or organization based on predefined criteria.

Furthermore, users have the flexibility to perform various actions directly from the invoice hub. They can download invoices as PDF files for documentation or editing purposes. Additionally, users can edit invoice details as needed, ensuring accuracy and customization tailored to specific requirements.

Invoices can be Edited, Deleted or Tagged, by clicking the button with the tree dots, in the right side of the screen, as seen in the next example:

More options for Invoices in Enlivy

Adding Invoices

Adding a new invoice in Enlivy is simple and fast. From the Main Dashboard, you just need to click on the Invoices Menu (on the left side), then click on the ‘Add Invoice’ button, in the right side of the screen:

Adding an Invoice
First step when Adding an Invoice

In Enlivy, we have 2 main types of Invoices, Internal and External Invoices. Internal Invoices are the invoices that are generated using Enlivy, External Invoices are Invoices that we’re created using other programs or tools.

Adding an Invoice in Enlivy

Adding an Internal Invoice in Enlivy

Adding an Internal Invoice
Internal vs External when Adding an Invoice

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Creating an internal invoice in Enlivy is quick and straightforward, typically requiring only a few minutes of your time. Internal invoices are those generated by your company and intended for clients. For instance, if your company sells apples, using Enlivy to invoice a client for 100 apples is a seamless process, devoid of unnecessary complications.

Adding an Invoice
User Interface when Adding an Invoice in Enlivy

Let’s talk about the fields needed to be checked or filled up when adding an Internal Invoice in Enlivy:

  • Direction

    Inbound – if the invoice is from a supplier, Outbound – if it’s for a client

  • Bank Account

    Select the bank account from/to which the invoice will be paid or will be receiving the sum of money of the invoice

  • Invoicing User

    The user that sends the invoice, for an Inbound Invoice the user is your supplier, for an Outbound Invoice the user is your company

  • Invoiced User

    The user that receives the invoice, for an Inbound Invoice the user will be your company, and for an Outbound Invoice, the user will be your business partner that sent the invoice

  • Delivery Method

    You can choose how the invoice will be delivered, you can choose between several options: email or delegate

  • Payment Method

    You can choose how the invoice will be paid, some of the options include: bank transfer, cash, Stripe or PayPal

  • Currency

    Select the currency of the invoice

  • Prefix and Number

    Choose a prefix for your invoice – these prefixes are customizable within Enlivy, and you can create multiple ones to suit different types of invoices. For instance, you might use “SERV” for invoices related to services and “PROD” for invoices involving products. Enlivy will automatically assign sequential numbers to the invoices based on the chosen prefix

  • Issue Date

    The date when you generated the invoice

  • Due Date

    The date when the invoice is due

  • Status

    You can choose between different statuses that you can set in the settings, such as – Draft, Scheduled, Pending, Sent Email, Paid, etc

There are two more options that you can select for the Invoice: ‘Has Reference Invoice’ and ‘Has Tax’

‘Has Reference Invoice’: This option allows you to create an invoice that references an existing invoice. You can easily choose the reference invoice from a list of all previously generated invoices within the application.

‘Has Tax’: This option enables you to add taxes to your invoice. The tax settings are fully customizable to suit your needs, allowing you to include different types of taxes, such as various VAT rates.

Has Reference Invoice and Has Tax Check Buttons in Enlivy

Let’s suppose we have filled all the above fields, our invoice looks like this:

Adding an Invoice in Enlivy - Example
Example of Filled In Fields when Adding an Invoice

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