Recaudo Docs
Sign up

Pagos y facturación

Invoices

Record what you're owed and collect it in a single payment or in installments, with late fees if they fall behind.

Before you start

Invoices in Recaudo are accounts receivable. To collect them online you need a connected gateway. If you also issue CFDI (Mexican e-invoices), turn on your tax settings and the invoice will show the button to stamp it.

Create an invoice

  1. Open Invoices

    In the sidebar, under Collect, open “Sales” → “Invoices” and click “New Invoice”. You can also use “Create” → “New invoice”.

  2. Choose the customer and dates

    Search for the customer and set the document date (it can be in the past if you're loading older invoices). The number is generated automatically if you leave it blank.

  3. Add what you sold

    Add a line item with description, quantity and unit price. The total is calculated for you.

  4. Split into installments (optional)

    Turn on installments. With auto-generate you choose how many, the frequency (weekly, biweekly or monthly) and the first due date; or define each one manually. Installments must add up to the invoice total.

  5. Choose late fees and create

    Pick a late fee policy or leave it without late fees. Add notes for your customer if you like and create the invoice.

Collect it

  1. Create the payment link

    On the invoice click the button to create a payment link. The link carries the exact amount, late fees included.

  2. Send it by email

    “Send” emails the invoice to the customer. The button only appears if the customer has an email address.

  3. Share the PDF or the public version

    Download it as a PDF or open the public invoice page.

Record a payment you received elsewhere

If you were paid in cash or by bank transfer, record it so the balance stays up to date.

  1. Click “Record Payment”

    It's at the top of the invoice.

  2. Enter the payment details

    Amount, payment method, date and a reference (for example, the transfer number).

  3. Choose which installments it applies to

    If you don't choose any, the payment is applied by due date, starting with the oldest.

Invoice statuses

  • Draft: not being collected yet.
  • Open: has a balance to collect.
  • Paid: fully covered.
  • Voided: canceled and no longer collected.
  • Uncollectible: written off.

Each installment has its own status: Pending, Partial, Paid, Overdue or in grace period.

Note

Late fees are calculated with the policy you assign. Policies are set up in Settings → Late fees. From the invoice you can see the calculation breakdown, recalculate, or waive the late fee of an installment.

Tip

Have lots of invoices in another system? Upload them all at once in Settings → Import with a new import.

Next step

Payment links Send the charge over WhatsApp. Subscriptions Charges that repeat on their own. Smart collections Automatic reminders for overdue balances.
Was this page helpful? Thanks for letting us know.
Esc