Invoices

Invoices are how you get paid. Most start from an order, carrying over the customer, line items, and pricing, so billing is a click rather than a re-typing exercise.

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Invoice statuses

Each invoice also tracks its email state (Not Emailed, Emailed, or Viewed) so you know whether the customer has actually seen it.

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Create and send

Generate an invoice from an order (or create one standalone from + New Invoice). Set the payment terms (Due on Receipt, Net 7, Net 15, Net 30, Net 45, or Net 60) and the due date follows. Then email it to the customer directly from Terrace. Need to follow up? Send a Reminder, or a Statement covering everything they owe. The invoice PDF carries your operation’s branding. Logo, position, and footer are set under Account → Documents.

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Attach the PDF

The email composer includes an Attach PDF toggle. Turn it on to include the branded invoice PDF alongside the email body. Quote emails work the same way.

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Record payments

Log payments as they arrive, full or partial, and Terrace keeps the running balance. Each payment records its method: Cash · Check · Card · Bank Transfer · Square · QuickBooks Payments · Other Once settled, you can issue a Receipt. Recording payments is its own permission, separate from creating or editing invoices.

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Filter and export

Slice the invoice list by status, by date (Today through This Year, or a Custom Date Range), by email state, or by QuickBooks export state (Exported to QB / Not Exported). The Export button produces your books-ready output.

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QuickBooks sync

With the QuickBooks integration connected, invoices flow to your accounting automatically or on demand. Every invoice shows its sync state, and if an export gets stuck you can use Export Status Reset and send it again. Deleted the wrong invoice? Restore Invoice brings it back.