Issue & get paid
Turn a draft into an immutable document and track payment.
Issuing
Issue is the one irreversible action in Invoicey. It happens in a single database transaction:
Validate
Parse the draft against the full schema. Missing or malformed data stops here.
Allocate a number
Lock the numbering scheme, compute the next number and advance the counter.
Freeze snapshots
Copy the live issuer and client onto the invoice. Future edits cannot change them.
Recompute totals
Recalculate totals server-side and reject any mismatch.
Render and store
Generate and upload the PDF and ISDOC once, then store their URLs.
If any step fails, everything rolls back — including the counter. A failed issue does not burn a number.
There is no edit after this
Issued invoices are frozen. If something is wrong, cancel and re-issue, or issue a credit note. See why.
Recording payment
Payment is authoritative in the payment ledger (confirmed allocations). The invoice keeps
compatibility fields (paid_at, paid_amount, payment_state) updated transactionally from those
allocations.
Manual payment
Mark paid on the invoice (or Add a manual payment on Payments)
creates a ledger allocation for the amount you enter. When active allocations cover the absolute
invoice total, the status derives to paid and the invoice leaves your
overdue list.
You can supply the actual date the money arrived rather than accepting today — worth doing, since the overdue reminder cron and your dashboard both read it.
Unmark paid / Reverse clears active allocations for that payment rather than deleting history.
The status re-derives from the remaining facts, which may land on overdue if the due date has since
passed.
Partial payments are first-class: an invoice can sit in partial payment state with outstanding
balance until the rest arrives (or you reverse).
Bank feed (Fio)
Connect a Fio monitoring token under Settings → Bank connections. Sync imports credits; Invoicey opens match proposals. You confirm or reject them on the Payments page — nothing auto-marks invoices paid.
Full walkthrough: Reconcile payments.
Overdue
An invoice goes overdue at the end of its due date, Europe/Prague time — not midnight UTC — when it is still not fully paid.
Optional automated reminders exist per issuer, off by default, sending every 7 days by default to the client's contact email. Turn them on in the issuer's email settings — see sending email.
Cancelling
Cancelling stamps a cancellation date. The invoice stays in the system, keeps its number forever, and
displays as stornováno.
The number is deliberately not released. A gap in your invoice sequence is a question you have to answer during a tax inspection; a cancelled invoice sitting in the sequence answers it.
Downloading
PDF and ISDOC are available from the invoice detail. Both are served from stored copies made at issue time rather than re-rendered, so the file a client received and the file you download later are byte-identical.
Imported historical invoices are marked immutable and always serve the original uploaded PDF — Invoicey never regenerates over a document another system produced.