---
title: "New"
description: "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

![Illustration](/images/help-center/billing/receivables/new-01.png)

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.

## Columns in the invoice list

![Illustration](/images/help-center/billing/receivables/new-02.png)

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 |

## Detail view of an invoice

![Illustration](/images/help-center/billing/receivables/new-03.png)

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

### Overview tab

Here you'll find:

- Invoice ID, status and project assignment
- Creation and service period
- Customer contact person

#### Sending options

![Illustration](/images/help-center/billing/receivables/new-04.png)

- **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.

#### Amounts

![Illustration](/images/help-center/billing/receivables/new-05.png)

- Total net
- Automatic Leadtime fee
- VAT
- Total gross

### Details tab

![Illustration](/images/help-center/billing/receivables/new-06.png)

The “Details” tab shows all billed items:

- Name of the service
- Hours, hourly rates, individual and total amounts

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

---

## Actions in the invoice menu

![Illustration](/images/help-center/billing/receivables/new-07.png)

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.

---

## Adjust invoice settings

Workspace-wide settings for invoice documents: [Billing](/administration/workspace-settings/billing)

Organization-wide settings for invoice documents: [Organization – Billing Settings](/organizations/organisation-abrechnungseinstellungen)

![Illustration](/images/help-center/billing/receivables/new-08.png)

### Setting options in the “Adjust invoice settings” dialog

| **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 |

---

## What happens after sending?

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.

---

## Structure of a Leadtime invoice

Logo and fonts can be customized here: [Documents](/administration/workspace-settings/documents)

An invoice in Leadtime consists of two parts:

![Illustration](/images/help-center/billing/receivables/new-09.png)

### 1. Cover page

- Invoice number, date, period
- Customer data and contact persons
- Project name and short description
- Main items (products, hours, fixed prices)
- Net, tax and gross amounts
- Payment term, bank details, legal information

### 2. Proof of performance

- Date and responsible person
- Ticket ID and title
- Hours billed
- Individual and total amount per item

This structure creates transparency for internal and external audits.

---

## Notes

- Once generated, an invoice **can no longer be changed**.
- Corrections are made exclusively via a **cancellation invoice**.
- All original invoice items remain documented.
- Overdue invoices automatically appear in the **“Overdue”** tab.