From 2e9138faad3493044b5a2b13b9d8e488f3156110 Mon Sep 17 00:00:00 2001 From: Gerard <289036782+splits-gerard@users.noreply.github.com> Date: Tue, 13 Oct 2026 23:54:44 +0000 Subject: [PATCH 1/6] docs: align invoicing docs with current options --- src/pages/invoicing/index.mdx | 13 ++++++++++--- src/pages/invoicing/recurring.mdx | 6 +++--- 2 files changed, 13 insertions(+), 6 deletions(-) diff --git a/src/pages/invoicing/index.mdx b/src/pages/invoicing/index.mdx index 3fd52a2..26b0605 100644 --- a/src/pages/invoicing/index.mdx +++ b/src/pages/invoicing/index.mdx @@ -11,14 +11,21 @@ See also [Recurring](/invoicing/recurring), [Paying](/invoicing/paying), and [Tr ## Issuing -From the *Invoices* page, select *Create*: +From the *Invoices* page, select *Create invoice*: -1. Enter the payee and payer names, the amount and token, and the issue and due dates. A memo and file attachments are optional. +1. Enter the payee and payer names, the amount and token, and the issue and due dates. A memo and one file attachment are optional. 2. Pick the receiving account: any of your [accounts](/accounts), including an [automation](/accounts#automation-accounts)'s deposit address. -3. The payer's email is optional. With it, the invoice is emailed on creation; without it, you get the invoice link to share yourself. +3. Add a customer email if you want Splits to email the invoice. You can also add comma-separated CC emails when a customer email is present. Without a customer email, copy the invoice link to share it yourself. +4. Choose *None*, *Weekly*, *Monthly*, or *Annually* under *Repeats*. + +A one-off invoice with a customer email is sent when you create it by default. For a future issue date, turn on *Send on issue date* to create a one-time schedule that emails the invoice on that date. From the *Schedules* tab, an Owner can send it now or pause and resume it. Invoice numbers increment automatically per workspace. +## Managing invoices + +From the *Invoices* page, you can copy an invoice link, download a PDF, or duplicate an invoice. Duplicating opens a prefilled create form; re-enter its dates, CC emails, and attachment. Owners can add or edit the memo on an unpaid invoice, resend its email with an optional note if it has a customer email, or void it. See [Tracking](/invoicing/tracking) to mark invoices paid or unpaid. + ## Pay-by-bank Pay-by-bank lets the invoicee pay in fiat from their bank account. It requires the workspace to set up [a virtual account in the matching currency](/banking) and request the token: diff --git a/src/pages/invoicing/recurring.mdx b/src/pages/invoicing/recurring.mdx index 6852a13..98d377a 100644 --- a/src/pages/invoicing/recurring.mdx +++ b/src/pages/invoicing/recurring.mdx @@ -1,12 +1,12 @@ --- title: Recurring invoices -description: Issue the same invoice on a weekly or monthly schedule, with due dates relative to each issue date, until paused. +description: Issue the same invoice on a weekly, monthly, or annual schedule, with due dates relative to each issue date, until paused. --- # Recurring invoices [Issue the same invoice on a schedule] -When [issuing an invoice](/invoicing), turn on *Make recurring* and pick a weekly or monthly interval. Each occurrence creates a new invoice with the due date set the same number of days after its issue date, and emails the payer if the invoice has their email. +When [issuing an invoice](/invoicing), choose *Weekly*, *Monthly*, or *Annually* under *Repeats*. Each occurrence creates a new invoice with the due date set the same number of days after its issue date, and emails the payer if the invoice has their email. The form shows when the first invoice will be issued. Schedules run until paused: there is no end date or occurrence limit. If the first issue date is in the future, only the schedule is created, and the first invoice generates on that date. If the issue date is today or in the past but its due date has not passed, the first invoice is issued when the schedule is created. If the first due date has passed, Splits either issues that occurrence at the next available run or skips it and advances to the next occurrence; the form previews which will happen before creation. New occurrences generate daily at 11:00 UTC. -View, edit, and pause schedules from the *Schedules* tab on the *Invoices* page. Like all invoicing, managing schedules requires the [Owner](/workspaces/roles) role. +View a schedule's timeline from the *Schedules* tab on the *Invoices* page. Owners can edit a recurring schedule or pause and resume it. Like all invoicing, managing schedules requires the [Owner](/workspaces/roles) role. From 27663d4c746053231b65ffda001fb9fb4e7f1b62 Mon Sep 17 00:00:00 2001 From: Gerard <289036782+splits-gerard@users.noreply.github.com> Date: Tue, 13 Oct 2026 23:57:10 +0000 Subject: [PATCH 2/6] docs: complete invoicing action coverage --- src/pages/invoicing/index.mdx | 6 ++++-- src/pages/invoicing/recurring.mdx | 2 +- 2 files changed, 5 insertions(+), 3 deletions(-) diff --git a/src/pages/invoicing/index.mdx b/src/pages/invoicing/index.mdx index 26b0605..3d0d3f4 100644 --- a/src/pages/invoicing/index.mdx +++ b/src/pages/invoicing/index.mdx @@ -18,13 +18,15 @@ From the *Invoices* page, select *Create invoice*: 3. Add a customer email if you want Splits to email the invoice. You can also add comma-separated CC emails when a customer email is present. Without a customer email, copy the invoice link to share it yourself. 4. Choose *None*, *Weekly*, *Monthly*, or *Annually* under *Repeats*. -A one-off invoice with a customer email is sent when you create it by default. For a future issue date, turn on *Send on issue date* to create a one-time schedule that emails the invoice on that date. From the *Schedules* tab, an Owner can send it now or pause and resume it. +A one-off invoice with a customer email is sent when you create it by default. If its issue date is in the future, *Send on issue date* appears: turn it on to create a one-time schedule that emails the invoice on that date. Recurring invoices always send on their issue dates, so this control cannot be changed for them. Invoice numbers increment automatically per workspace. ## Managing invoices -From the *Invoices* page, you can copy an invoice link, download a PDF, or duplicate an invoice. Duplicating opens a prefilled create form; re-enter its dates, CC emails, and attachment. Owners can add or edit the memo on an unpaid invoice, resend its email with an optional note if it has a customer email, or void it. See [Tracking](/invoicing/tracking) to mark invoices paid or unpaid. +From the *Invoices* page, any workspace member can copy or open an invoice link, download its PDF or attachments, and open a duplicate in the create form. The duplicate needs new dates, CC emails, and any attachment re-entered; only Owners can create it. + +Owners can add or edit the memo, resend the email with an optional note if there is a customer email, or void an invoice that is neither paid nor void. Owners can mark an invoice paid or mark a paid invoice unpaid; see [Tracking](/invoicing/tracking). ## Pay-by-bank diff --git a/src/pages/invoicing/recurring.mdx b/src/pages/invoicing/recurring.mdx index 98d377a..14bdaa1 100644 --- a/src/pages/invoicing/recurring.mdx +++ b/src/pages/invoicing/recurring.mdx @@ -9,4 +9,4 @@ When [issuing an invoice](/invoicing), choose *Weekly*, *Monthly*, or *Annually* Schedules run until paused: there is no end date or occurrence limit. If the first issue date is in the future, only the schedule is created, and the first invoice generates on that date. If the issue date is today or in the past but its due date has not passed, the first invoice is issued when the schedule is created. If the first due date has passed, Splits either issues that occurrence at the next available run or skips it and advances to the next occurrence; the form previews which will happen before creation. New occurrences generate daily at 11:00 UTC. -View a schedule's timeline from the *Schedules* tab on the *Invoices* page. Owners can edit a recurring schedule or pause and resume it. Like all invoicing, managing schedules requires the [Owner](/workspaces/roles) role. +From the *Schedules* tab on the *Invoices* page, any workspace member can view a schedule's timeline and download its attachments. Owners can edit a recurring schedule or pause and resume any schedule. An Owner can also send an active one-time schedule now instead of waiting for its scheduled send. Only Owners can manage schedules; see [Roles](/workspaces/roles). From 31663c23218446d2b6b55ee28d5c23994fe0ef99 Mon Sep 17 00:00:00 2001 From: Gerard <289036782+splits-gerard@users.noreply.github.com> Date: Thu, 15 Oct 2026 15:35:11 +0000 Subject: [PATCH 3/6] docs: use payer consistently in invoicing guide --- src/pages/invoicing/index.mdx | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/src/pages/invoicing/index.mdx b/src/pages/invoicing/index.mdx index 3d0d3f4..2467440 100644 --- a/src/pages/invoicing/index.mdx +++ b/src/pages/invoicing/index.mdx @@ -15,10 +15,10 @@ From the *Invoices* page, select *Create invoice*: 1. Enter the payee and payer names, the amount and token, and the issue and due dates. A memo and one file attachment are optional. 2. Pick the receiving account: any of your [accounts](/accounts), including an [automation](/accounts#automation-accounts)'s deposit address. -3. Add a customer email if you want Splits to email the invoice. You can also add comma-separated CC emails when a customer email is present. Without a customer email, copy the invoice link to share it yourself. +3. Add the payer's email if you want Splits to email the invoice. You can also add comma-separated CC emails when the payer's email is present. Without it, copy the invoice link to share it yourself. 4. Choose *None*, *Weekly*, *Monthly*, or *Annually* under *Repeats*. -A one-off invoice with a customer email is sent when you create it by default. If its issue date is in the future, *Send on issue date* appears: turn it on to create a one-time schedule that emails the invoice on that date. Recurring invoices always send on their issue dates, so this control cannot be changed for them. +A one-off invoice with the payer's email is sent when you create it by default. If its issue date is in the future, *Send on issue date* appears: turn it on to create a one-time schedule that emails the invoice on that date. Recurring invoices always send on their issue dates, so this control cannot be changed for them. Invoice numbers increment automatically per workspace. @@ -26,7 +26,7 @@ Invoice numbers increment automatically per workspace. From the *Invoices* page, any workspace member can copy or open an invoice link, download its PDF or attachments, and open a duplicate in the create form. The duplicate needs new dates, CC emails, and any attachment re-entered; only Owners can create it. -Owners can add or edit the memo, resend the email with an optional note if there is a customer email, or void an invoice that is neither paid nor void. Owners can mark an invoice paid or mark a paid invoice unpaid; see [Tracking](/invoicing/tracking). +Owners can add or edit the memo, resend the email with an optional note if the payer's email is present, or void an invoice that is neither paid nor void. Owners can mark an invoice paid or mark a paid invoice unpaid; see [Tracking](/invoicing/tracking). ## Pay-by-bank From e0e0039acd1ae7c27aecb232193c0f3982bc4d2c Mon Sep 17 00:00:00 2001 From: Gerard <289036782+splits-gerard@users.noreply.github.com> Date: Thu, 15 Oct 2026 15:41:31 +0000 Subject: [PATCH 4/6] docs: clarify invoice email sharing options --- src/pages/invoicing/index.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/pages/invoicing/index.mdx b/src/pages/invoicing/index.mdx index 2467440..cb23d30 100644 --- a/src/pages/invoicing/index.mdx +++ b/src/pages/invoicing/index.mdx @@ -15,7 +15,7 @@ From the *Invoices* page, select *Create invoice*: 1. Enter the payee and payer names, the amount and token, and the issue and due dates. A memo and one file attachment are optional. 2. Pick the receiving account: any of your [accounts](/accounts), including an [automation](/accounts#automation-accounts)'s deposit address. -3. Add the payer's email if you want Splits to email the invoice. You can also add comma-separated CC emails when the payer's email is present. Without it, copy the invoice link to share it yourself. +3. Add the payer's email to have Splits send the invoice. Once you've added it, enter comma-separated email addresses in *CC emails* to copy other people. You can also copy the invoice link to share it with the payer. 4. Choose *None*, *Weekly*, *Monthly*, or *Annually* under *Repeats*. A one-off invoice with the payer's email is sent when you create it by default. If its issue date is in the future, *Send on issue date* appears: turn it on to create a one-time schedule that emails the invoice on that date. Recurring invoices always send on their issue dates, so this control cannot be changed for them. From b976c226d60822728a04fc986a56ba5f10e24ed2 Mon Sep 17 00:00:00 2001 From: Zach Herring <2172549+zherring@users.noreply.github.com> Date: Thu, 15 Oct 2026 09:44:39 -0600 Subject: [PATCH 5/6] Update index.mdx easier to do it myself --- src/pages/invoicing/index.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/pages/invoicing/index.mdx b/src/pages/invoicing/index.mdx index cb23d30..da92a78 100644 --- a/src/pages/invoicing/index.mdx +++ b/src/pages/invoicing/index.mdx @@ -15,7 +15,7 @@ From the *Invoices* page, select *Create invoice*: 1. Enter the payee and payer names, the amount and token, and the issue and due dates. A memo and one file attachment are optional. 2. Pick the receiving account: any of your [accounts](/accounts), including an [automation](/accounts#automation-accounts)'s deposit address. -3. Add the payer's email to have Splits send the invoice. Once you've added it, enter comma-separated email addresses in *CC emails* to copy other people. You can also copy the invoice link to share it with the payer. +3. You may add the payer's email to have Splits send the invoice directly. You can also copy the invoice link to share it directly with the payer. 4. Choose *None*, *Weekly*, *Monthly*, or *Annually* under *Repeats*. A one-off invoice with the payer's email is sent when you create it by default. If its issue date is in the future, *Send on issue date* appears: turn it on to create a one-time schedule that emails the invoice on that date. Recurring invoices always send on their issue dates, so this control cannot be changed for them. From 62d93f15adb056ea9e3e7ad1276ecbc67fde92c6 Mon Sep 17 00:00:00 2001 From: Zach Herring <2172549+zherring@users.noreply.github.com> Date: Thu, 15 Oct 2026 09:45:35 -0600 Subject: [PATCH 6/6] Update index.mdx tweak --- src/pages/invoicing/index.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/pages/invoicing/index.mdx b/src/pages/invoicing/index.mdx index da92a78..802075e 100644 --- a/src/pages/invoicing/index.mdx +++ b/src/pages/invoicing/index.mdx @@ -15,7 +15,7 @@ From the *Invoices* page, select *Create invoice*: 1. Enter the payee and payer names, the amount and token, and the issue and due dates. A memo and one file attachment are optional. 2. Pick the receiving account: any of your [accounts](/accounts), including an [automation](/accounts#automation-accounts)'s deposit address. -3. You may add the payer's email to have Splits send the invoice directly. You can also copy the invoice link to share it directly with the payer. +3. You may add the payer's email to have Splits send the invoice to the payer. You can also copy the invoice link to share it directly. 4. Choose *None*, *Weekly*, *Monthly*, or *Annually* under *Repeats*. A one-off invoice with the payer's email is sent when you create it by default. If its issue date is in the future, *Send on issue date* appears: turn it on to create a one-time schedule that emails the invoice on that date. Recurring invoices always send on their issue dates, so this control cannot be changed for them.