Create professional invoices through Corcava's invoicing module. You can add line items, apply taxes, set custom prefixes and numbering, brand with your logo and colors, and generate PDF invoices. Invoices can be sent directly to clients via email, and you can accept online payments through Stripe. The system also supports time-to-invoice conversion from tracked hours.
Open a draft invoice and click Line items (or Edit line items) to open the line items modal. There you can add, edit, reorder, or remove lines—each with a description, quantity, unit price, and a quantity type (e.g. hours for time-based work, units for deliverables). The invoice total updates automatically. You can change line items and quantity types anytime before the invoice is sent.
Yes, Corcava has comprehensive multi-currency support. You can set a base currency for your team and create invoices in different currencies for international clients. The system handles automatic currency conversion, supports multi-currency payment tracking, and provides financial reporting across different currencies.
Yes! Corcava supports automated recurring invoice generation. You can configure billing schedules (monthly, bi-weekly, weekly), set client-specific recurring settings, and have invoices automatically generated and emailed to clients. The system also supports time-based invoice generation from tracked hours.
Clients can pay invoices online through the secure invoice portal. Corcava integrates with Stripe for card payments and PassimPay for cryptocurrency payments. Each invoice has a unique secure link, and payment status is automatically updated via webhooks. Clients receive payment confirmations and receipts automatically.
Yes, Corcava includes expense management where you can record business expenses, categorize them, associate them with specific projects, and mark expenses as billable. Billable expenses can be added directly to client invoices, and you can attach receipts and supporting documents to expense records.
Yes, you can fully customize your invoices with company logo, custom colors, custom prefixes and numbering systems, and professional templates. Each client can have unique invoice settings, and you can create different templates for different types of invoices or clients.
Corcava supports flexible billing rates at multiple levels. You can set default rates per team member, override rates for specific projects, track rate history over time, and apply different rates for different types of work. The system warns you about missing bill rates on the dashboard.
Corcava tracks uninvoiced time across all projects, making it easy to identify work that hasn't been billed to clients yet. Financial reports show separate 'Spent' and 'Billed' columns so you can quickly spot revenue opportunities and ensure all billable time is invoiced.
Yes! Corcava includes team invoice approval workflows. You can configure approval requirements for invoices generated by your team, set granular permission controls to determine who can approve, and receive automatic notifications when invoices need approval. This is perfect for agencies that need oversight on client billing.
Yes! Invoice numbering supports localization in multiple languages. This makes it easier to work with international clients and comply with local invoicing requirements. You can also customize invoice prefixes per client or project for professional organization.
Invoice statuses include: Draft (not yet finalized), Sent (delivered to client but unpaid), Open (active and awaiting payment), Closed (completed and paid), and Cancelled (voided). These statuses help you track where each invoice is in the billing cycle.
Yes, absolutely. Each client can have their own preferred currency for invoicing and financial tracking. Corcava handles the currency conversion automatically and maintains accurate records in both the client's currency and your base currency.
Yes, Corcava supports partial payment tracking. The system monitors the total amount paid, outstanding balance remaining, and payment history. Clients can make multiple payments toward an invoice until it's paid in full.
Invoices can be sent directly to clients via email from within Corcava. You can send to multiple recipients, include PDF attachments automatically, track email delivery and opens, schedule future sends, and use professional email templates with your branding.
Yes! Corcava supports flexible project-specific billing rates. You can set different rates per project to accommodate retainer clients, long-term contracts, or negotiated rates. The system tracks rate history over time and manages rate changes transparently.
Yes! Every invoice includes a complete Activity Log that tracks all changes. You can see who modified the invoice, when they made changes, and exactly what was changed - including status updates, payment recordings, line item edits, and field modifications. The Activity Log appears on each invoice's detail page with a clean timeline view.
Yes! In Company Settings under Invoice Settings, you can enable 'Prevent Editing Client Invoices in SENT Status' and 'Prevent Editing Team Invoices in SENT Status'. When enabled, invoices can only be edited while in Draft status. Once sent to clients, they become locked to maintain financial integrity and compliance.
