Founders billing their first customers
Invoices
Add clients and products once, then generate professional PDF invoices, send them by email, track who has paid, record partial payments, set up recurring invoices for retainers, and view revenue analytics. Credit notes refund or reverse cleanly.
Output:PDF + EmailRecurring:Built-inCredit notes:Yes
Customer Invoicing
AR snapshot
Outstanding
$28,400
Paid (30d)
$94,200
Overdue
$3,800
Recent invoices
- INV-1042 · Stratus Labs$4,500Paid
- INV-1041 · Northwind Co$8,200Sent
- INV-1040 · Acme Holdings$2,300Overdue
Built for
Who uses Invoices
Teams managing retainer clients
Operators tracking AR and revenue analytics
Capabilities
What you can do
Each capability ships out of the box — no setup, no plugins, no extra tools.
Polished PDF output
Branded invoice PDFs with logo, your company info, and configurable defaults.
Recurring invoices
Set up retainer billing — Nautis sends every cycle automatically.
Partial payments
Record partial payments and watch the balance update live.
Credit notes
Reverse or refund cleanly without breaking your books.
Revenue analytics
Trend revenue across periods, clients, and products.
Quick start
From zero to using Invoices
- 1
Set invoice settings
Company info, logo, default currency, notes, terms — once.
- 2
Add clients & products
Reusable lists make every invoice fast.
- 3
Create and send
Pick a client, add line items, send by email.
- 4
Track payment
Record full or partial payments — trend in analytics.
Output
PDF + Email
Recurring
Built-in
Credit notes
Yes
FAQ
Invoices questions
Is this for billing my customers or paying my Nautis bill?
Customers. Your Nautis subscription billing lives separately under organization settings.
Can I send the same invoice to multiple people?
Yes — when sending, add additional recipients in the CC field of the send dialog. Each one gets the same email with the PDF attached.
What currencies are supported?
Most major currencies. Pick the default in Settings and override per invoice when needed. Reports roll up using each invoice's currency.
Can a customer pay through Nautis?
The invoice email includes a tracked link with the PDF. Payment is collected outside Nautis through your bank or payment provider — you then record it manually with Record Payment so the status updates.
What happens when an invoice is overdue?
It stays in Sent but gets an Overdue badge and counts in the sidebar badge. Nautis doesn't dunning-email automatically — send a reminder from the invoice page when you're ready.
How do credit notes affect totals?
A credit note reduces the recorded amount due on the original invoice. If the original is already paid, the credit note records the refund — keeping your books in sync.
Can I customize the invoice layout?
Yes — the logo, company info, currency, default notes, and terms are all configurable in settings.
Can I set up recurring invoices for retainers?
Yes. Create a recurring template and Nautis sends every cycle automatically — monthly, quarterly, or annual.
Better together
Related modules
Try Invoices inside Nautis
One workspace, one bill, one source of truth. Skip the tool stack.