MountDev Ops Invoices

What Invoices Is

Invoices keeps your invoices, invoice lines, payments, late fees, partners, and how each client is billed. It numbers, emails, and charges invoices, and runs the reminders while one is unpaid. It starts with the modules below, and every one of them can be changed, given its own icon, turned off, or deleted on Invoices' Settings page, the last item of its menu, the same as any module (Modules and Fields). Adding Invoices adds CRM too, because invoices link to companies and websites.

Invoices and Subscriptions were one app, Billing, until October 2026. A workspace that had Billing has both apps now, with every record, field, role, and history entry kept as it was. The monthly invoices made from subscriptions come from Subscriptions; Invoices works with them like any other invoice.

Starting Modules

• Invoices: number, company, status (Draft, Open, Paid, Void, or Uncollectible), total, balance, issued and due dates, the period it covers, subtotal, discount, tax, currency, when it was sent and paid, kind (Monthly, Time, Late Fee, or One Time; Time is kept for weekly time invoices made before weekly billing ended), partner, terms, the invoice a late fee is for, the usage month it bills, the Stripe payment, notes, whether a bank payment is clearing, the day a payment was returned, the day it was sent to collections, and the accepted proposal it bills.
• Invoice Lines: shown on each invoice rather than in the menu. Description, invoice, amount, quantity, unit price (rates below a cent, like $0.002, are kept as they are), discount percent, product, website, the client it is for, the period it covers, details, the subscription item it came from, and whether it is usage. The product and subscription item links work when Subscriptions is added too.
• Payments: reference, amount, when it was received, invoice, company, method, the Stripe payment, and status (Succeeded, Pending, Failed, or Refunded).
• Partners: name, company, program (Affiliate, Reseller, or White Label), status (Applied, Approved, Paused, or Ended), tier, discount percent, commission percent, and referral code.
• Billing Accounts: how each client is billed: company, partner, partner role (Direct, Referred, Resold, or White Label), hourly rate, whether its time is billed elsewhere (Upwork), payment method and backup payment method, Stripe customer, the saved Stripe bank account and backup card, whether to charge automatically, whether late fees are off, notes, and Billing Active with its start date, first billed month, who changed it, and a note (Billing Active).

How Invoices Are Made

These are the rules Cascadia's billing follows, for each client with Billing Active on, from its first billed month (Billing Active). The monthly invoices are made by Subscriptions.

• No weekly billing: there are no weekly time invoices. Work comes in through Helpdesk, becomes a project, is scoped into a proposal, and is billed from the proposal the client approved (Invoices From Accepted Proposals). Weekly time invoices made before are kept as they are.
• Late fees: for invoices due from November 1, 2026, if a balance is still unpaid the day after the due date, a late charge of 10% of the unpaid balance is added as a separate invoice, and again every 14 days after that first charge while a balance remains, up to 50% of the original invoice in all. When the due date is a weekend or US federal holiday, the first late charge waits until the end of the next business day. A failed bank payment gets the same grace from the day it failed. Invoices due before November 1, 2026 keep Zoho Books' schedule, and invoices due before July 1, 2025 get no late fees, since Zoho Books stopped charging them.
• No late fees on: late fees, weekly time invoices, and the invoices of a client whose Billing Account has No Late Fees on. Vendor commission invoices (the invoices Cascadia sends a vendor for its commissions) are made to clients with No Late Fees on, so they never get one.
• Numbers: invoices continue the CWSI- series and late fees the CWSLF- series, each from the highest number already used.

Running Invoices

• Billing Active: which clients are billed here, moving each one over from Zoho Books, and the timing rule.
• Invoices and Payments: the late fee drafts, finalizing, voiding, and recording payments.
• Payments With Stripe: your own Stripe account, automatic payments, and the customer's invoice page.
• Billing Settings: Live Billing, the From address, and the billing emails.