# Invoices

> Create an invoice from an email, revise it in plain words, attach the PDF to your reply and approve it.

Source: https://sydbar.app/docs/invoices

A client asks for an invoice. You send the right one, attached to their conversation, in a minute.

## Create from the email

Open the conversation and choose **Create with Sydbar**, or press **C**. Sydbar drafts the invoice from the email, the client's billing details, the agreement and your business context. Anything it can't find, like a missing amount, is marked to confirm instead of guessed.

Each conversation has one invoice in progress. **Open in creator** goes back to it.

## From the client page

Not every invoice starts with an email. **New invoice** on a client's page (and the deposit step after they sign a scope) starts one in a fresh thread to the client's contact. Sydbar asks what to bill, in your words: "Deposit, half the fee: $2,400" or "Extra round of revisions, $600". Amounts come from you, never guessed. Then attach it to the email in that thread and send, as with any invoice.

## Numbering

The number is reserved when you start, as `PREFIX-YEAR-NNN`, for example `NOR-2026-004`. The prefix is the first three letters of the business name; the counter runs per business and year.

## Revise

- **Chat**: ask for a change in plain words ("split it into two milestones", "make it due in 14 days").
- **Edit fields**: change the due date, and the description, quantity and amount of the first line. Ask in the chat to change other lines.

Every change makes a new version (v1, v2…) with its history. **Preview** shows the PDF. The sources Sydbar used are listed beside it.

## Attach, approve and send

1. Choose **Attach to reply**.
2. Review **Reply with invoice**: recipients, the sending address, the attached version and the amount.
3. Tick **I approve this exact reply**.
4. Press **Send**.

A sent version can't be edited. To change it, start a new version from the creator; Sydbar shows when the newest version hasn't been sent.

## After it's sent

The invoice shows the same status on the conversation, the client page and the creator: the version sent, the amount, who received it and when. Unpaid invoices appear on your calendar as **Invoice due**. When the client says they've paid, see [Looks paid](/docs/deal-stages#looks-paid).

## Payment terms

The default payment terms come from setup (for example "Net 14: due 14 days after the invoice date"). Leave them blank and Sydbar asks on each invoice.

## Limits

Description 1 to 160 characters, quantity up to 10,000 in the editor, and the due date can't be before the issue date. Only the Invoice document type is available today.