Invoices & payments

From the finished job. The client, address, line items and any deposit already paid come across, so the invoice matches the work rather than your memory of it.

By card, if you have connected Stripe in Settings → Connectors. narra puts a payment link on the invoice.

The money goes to your Stripe account, not to narra. narra creates the request and records the outcome; it never holds your funds.

Cash, cheque and bank transfer are recorded by hand so the books still balance.

Open the invoice and record the payment with its date and method. Partial payments are allowed. The balance updates and the invoice stays open until it is settled.

A sent invoice keeps the figures it was issued with, deliberately: a document your customer is holding must not change under them.

Issue a new invoice for the correct amount and close the old one. You do not amend an issued document; you issue another.

Everything sent or overdue, less anything paid against it, what your clients owe you right now. The Dashboard shows the same figure from the same producer, so the two cannot disagree.

• Collected: payments actually received, less tax. Cash in, not billed.
• Outstanding: what clients owe you right now.
• Quote win rate: accepted as a share of quotes sent. Drafts are not counted, because you have not asked anyone yet.
• Net margin: income less recorded expenses. It reads 100% until you record expenses, which means “nothing recorded”, not “no costs”.

Financials → Reports: P&L, Monthly P&L, Balance Sheet, Cash Flow, Revenue by service, A/R aging, and Sales tax. Each exports to CSV.

Add it in Financials with a date, an amount and a category, and attach it to a job if it belongs to one. Expenses attached to a job feed that job’s margin.

Revenue booked against the job, less expenses logged to it and labour from recorded time. A job with no revenue yet shows no margin rather than 0%. A percentage of nothing is undefined, not zero.

When its due date has passed and it is not settled. Due dates come from your payment terms in Settings, and the A/R aging report groups what is owed by how late it is.

Yes, create an invoice directly for a client. It is the right shape for a one-off charge that never had a scheduled visit.

It is credited against the invoice total automatically when the job is invoiced. You never subtract it by hand, which is how deposits go missing.

A receipt is available for a paid invoice and can be sent to the customer or opened as its own page.

By hand today. Open the invoice and resend it. narra does not send automatic dunning, so nothing goes to a customer without you deciding.

Settings → Payments & billing. Terms drive due dates; the tax rate and label default onto new documents and can be overridden per document.

Yes. The invoices list exports to CSV, as do the reports.