New

In the “New” tab you manage all invoices that have been generated but not yet sent – including shipping, checking and actions.

The Billing → Receivables area in Leadtime is used to manage and track all invoices.

In the “New” tab you’ll find all invoices that have already been generated but not yet sent.

From here, invoices are reviewed, sent to customers or manually marked as sent.

How it works

The interface is split in two:

On the left is the invoice list, on the right the detail view for the selected invoice.

Use the tabs at the top to filter invoices by their status – starting with “New”.

The number after the tab name (e.g. New (3)) shows how many invoices are currently waiting to be sent.

Each row in the overview contains the most important invoice data:

Column	Meaning
Project	Associated project or project number
ID	Automatically generated invoice number
Type	Type of billing (e.g. project, working hours, express quote)
Created	Date the invoice was created
Due	Calculated automatically after sending
Status	“Created” = new, “Sent” = after sending
Net	Net amount before taxes and fees

Clicking on an invoice opens the detail view on the right with two tabs: Overview and Details.

Here you’ll find:

Send – Sends the invoice directly by email and starts the payment term.
Download & mark as sent – For postal delivery; the due date also runs from this point onwards.

The “Details” tab shows all billed items:

The entries can no longer be changed. To make adjustments, the invoice must be deleted and recreated.

Several actions are available at the top of the detail view:

Adjust – allows text or format changes within the document.
Delete – resets an invoice that has not been sent; the items return to invoice verification.
Cancel – creates a negative invoice (credit note) to neutralize an invoice that has already been sent.
Mark as paid – moves the invoice to the “Paid” tab once payment has been received.

Workspace-wide settings for invoice documents: Billing

Organization-wide settings for invoice documents: Organization – Billing Settings

Area	Option	Description / Entry
Basic settings	Invoice language	Selection of the language for the invoice document
Reminder settings	Enable overdue fee	Default / Enabled / Disabled
	Overdue fee	Amount in EUR
	Enable interest on invoices	Default / Enabled / Disabled
	Base interest rate for invoices	Interest value in %
	Interest on invoices	Additional interest value in %
General	Closing formula	Free text including placeholders (e.g. signature block)
Invoice	Invoice greeting	Free text including placeholders (intro text for the invoice)
	Invoice footer	Free text including placeholders (payment information)
	Reminder fee notice	Free text for the payment reminder notice
	(Buttons) Adjust	Opens the editor for the respective text block
	Save / Cancel	Accept or discard changes

After sending, the invoice status changes from “Created” to “Sent”.

It remains in the “New” tab until it is paid or becomes overdue.

Leadtime automatically documents the time of sending, the sender and the recipient.

The “Resend” option remains available in case the document needs to be sent again.

Logo and fonts can be customized here: Documents

An invoice in Leadtime consists of two parts:

This structure creates transparency for internal and external audits.