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User Guide/Invoicing

Invoicing & Estimates

Create and send invoices, build estimates, convert proposals to invoices, and track overdue payments.

By the Noematic team ·

Create an invoice for Jane Smith: website redesign $2,500, SEO audit $800
Send invoice to Jane Smith
List all unpaid invoices
Show me overdue invoices
Void invoice INV-2026-0042
Create an estimate for Mike: logo design $1,200, brand guidelines $2,000
Send the estimate to Mike
Convert Mike's accepted estimate to an invoice

Click the copy icon to copy a prompt, then paste it into your Noematic chat.

Invoicing

Create professional invoices and send them to clients.

Using Chat

Create an invoice for Jane Smith: website redesign $2,500, SEO audit $800, due in 30 days
Send the invoice to Jane
List all my invoices
Show me overdue invoices
Void invoice for Jane Smith — project was cancelled

Using the Dashboard

BusinessInvoices

$12.4k

Total Revenue

$3.2k

Outstanding

24

Total Invoices

3

Overdue

Search by invoice number or client name...

Creating an invoice manually:

1

Switch to Edit mode

2

Click New Invoice

3

Fill in client, amount, status, and due date

4

Click Save

5

Open the invoice to add line items and send it

Select...
Enter amount...
Select...
Enter due date...
Save
New InvoiceEditDelete

Invoice statuses:

DraftSentPaidOverdueVoid

Connecting Stripe

To accept payments, go to Settings → Integrations and connect Stripe. Once connected, clients can pay invoices online.

Estimates & Proposals

Send estimates before starting work. When the client accepts, convert it to an invoice in one step.

Using Chat

Create an estimate for Mike: logo design $1,200, brand guidelines $2,000
Send the estimate to Mike
Convert Mike's estimate to an invoice and send it

Using the Dashboard

  1. Go to Business → Estimates in the sidebar.
  2. Switch to Edit mode to create, edit, or delete estimates.
  3. Click Add Estimate — fill in client, amount, status, and validity date.
  4. Estimate statuses: Draft, Sent, Accepted, Rejected, Expired, Converted.

When an estimate is accepted, you can convert it to an invoice from the detail page or via chat.