Invoice and payment fields

The built-in fields on invoices and payments, which values they accept, and how they relate to each other.

Invoices and payments are ordinary record types, so everything you know about records applies: lists, search, filters, custom fields, CSV import and export, and activity history. See Records.

Invoice

Field Type Required Notes
Invoice number Text Yes Must be unique.
Customer Reference No Points at your customer record type. See Customer setup.
Status Choice Yes draft, open, paid or void. New invoices start as draft.
Issue date Date No
Due date Date No The overview counts an open invoice as overdue once this date has passed.
Amount Currency Yes An amount and its currency code.

Payment

Field Type Required Notes
Payment number Text Yes Must be unique. Payments created from a link use Razorpay's payment id here.
Customer Reference No
Invoice Reference No Set automatically when the link was created from an invoice.
Amount Currency Yes
Method Choice Yes cash, card, bank, upi, wallet, netbanking or other. Defaults to bank.
Received at Date No Set to the day of settlement for link payments.

Note: Your workspace can have more fields than these. You or an industry template may have added custom fields, and your team can add more from the field settings. This page lists the ones every workspace starts with.

How invoices and payments connect

  • A payment can point at the invoice it settles with its Invoice field.
  • When a payment link was created from an invoice and then paid, the new payment record is linked to that invoice.
  • AxisIQ never changes the invoice status for you. The payment is linked, but a person marks the invoice paid.

Where to work with them

Open Invoices & Payments and use the Records group in the left rail. The overview's tiles open these lists already filtered (for example Overdue opens open invoices past their due date).