How do invoices work in Sophiie?
The Invoices page in your Sophiie dashboard is where you create, send and track the invoices you bill your customers. It has two views: Overview, which sorts your invoicing into buckets so you can see what needs attention, and All, the full list of every invoice.
Invoices needs to be set up and switched on first — if you see "Invoices not set up" or "Invoices is turned off", an owner or admin can turn it on at Settings → Invoices.
> Looking for what you pay us? Your Sophiie subscription invoices are different — see "Where do I find my Sophiie invoices?". Those live at Settings → Workspace → Billing, not on this page.
The Overview buckets
- Ready to invoice — completed jobs you haven't invoiced yet. Each row is a job, and the New invoice button on it starts the invoice.
- Overdue — invoices past their due date that haven't been paid in full.
- Paid — invoices that have been settled.
Switch to the All view for the complete list of your invoices, whatever their state.
Sending and getting paid
Every invoice you send includes a public link — your customer opens it in their browser and sees the invoice, no Sophiie account or login needed.
- To create an invoice or record money coming in, see "How do I create an invoice and record a payment?" — you can build one from scratch or convert an accepted quote.
- Your payment terms (which set the due date), invoice numbering and footer text are set at Settings → Invoices → Invoice basics — see "How do I set my quote and invoice defaults?".
- Sophiie can chase unpaid invoices for you: add reminders at Settings → Invoices → Payment reminders, and each reminder you add goes out on its own — see "How do I set up automatic payment reminders for unpaid invoices?".
Common Questions
Does my customer need a Sophiie account to see their invoice?
No. The invoice goes out with a public link that opens in any browser — nothing to sign up for on their end.
How does an invoice end up in Overdue?
Its due date has passed and it hasn't been paid in full. The due date comes from the payment terms on the invoice, which default from Settings → Invoices → Invoice basics.
How does an invoice move to Paid?
When a payment settles it in full — either recorded in Sophiie against the invoice (see "How do I create an invoice and record a payment?") or picked up from a connected system. If you've connected Xero or QuickBooks, record the payment there: Record payment doesn't appear in Sophiie for those accounts.
Will Sophiie remind customers about unpaid invoices?
Yes, once you've added reminders. Settings → Invoices → Payment reminders lets you build a reminder ladder anchored to the due date, with each reminder going by SMS, email or both — see "How do I set up automatic payment reminders for unpaid invoices?".
Need More Help?
If an invoice isn't showing in the bucket you expect, ask Sophiie Assistant in your dashboard first — she can guide you or make the change for you. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.