Invoices & Payments
Generate invoices from orders and record payments to track what customers owe.
Understanding Invoices
Invoices in Terrace are linked to orders. Each order can have one invoice, and invoices track the payment status separately from the order status.
Auto-invoicing: If enabled in Settings, invoices are automatically created when orders are placed.
Invoice Statuses
Invoices move through these statuses:
| Status | Meaning |
|---|---|
| Draft | Created but not sent to customer |
| Sent | Sent to customer via email |
| Partially Paid | Some payment received, balance remaining |
| Paid | Fully paid |
| Overdue | Past due date, unpaid |
| Cancelled | Invoice voided |
Creating an Invoice
From an Order
Open the order details
Click Create Invoice
Review details and confirm
The invoice pulls all product, pricing, and customer information from the order.
Manual Invoice
Go to Invoices section
Click Create Invoice
Select a customer
Add line items manually
Set due date and save
Use manual invoices for custom billing, services, or charges not tied to a specific order.
Sending Invoices
Once an invoice is created, you can send it to your customer:
Open the invoice
Click Send Invoice
Confirm the email address
Invoice is sent and status changes to "Sent"
Invoice emails include your farm branding, invoice details, and payment instructions configured in your settings.
Recording Payments
Record payments when customers pay their invoices:
Open the invoice
Click Record Payment
Select payment method
Enter amount and confirm
Payment Methods
Process card payments via Square integration
Process payments via Clover integration
Record cash payments received
Record check payments received
Record ACH or wire transfers
Any other payment type with notes
Partial Payments
Terrace supports partial payments for customers who pay in installments:
- •When recording a payment, enter the amount received (can be less than total)
- •Invoice status changes to "Partially Paid"
- •Remaining balance is displayed on the invoice
- •Record additional payments until fully paid
Payment history: All payments are tracked with date, amount, and method. View the full payment history on any invoice.
Exporting Invoices
Export invoices for your records or accounting software:
Download individual invoices as PDF files
Export invoice data for spreadsheets or accounting
Export multiple invoices by date range
Sync invoices directly to QuickBooks
Manage your product catalog
Learn how to set up products and track inventory for your farm.
Product Catalog