Create an invoice · Alevo Docs

Understand the guided invoice flow from client selection to final document and payment collection.

The invoice builder keeps the parties, work, commercial terms and payment context together. The exact fields shown can change with the selected invoice purpose and industry workflow.

Invoice builder stages

Stage	What it controls	Check before continuing
Parties	Client identity and recipient details	The legal/business name and email are correct
Invoice body	Services, products, quantities and descriptions	The work is understandable without a separate explanation
Details	Dates, deposits, tax and payment instructions	The remaining balance and due date are clear
Finalise	Preview, send and record the next action	The document and payment path match your intention

Preview is the control point

Preview the invoice before sending. A preview is not the same as a saved or dispatched record; confirm the resulting status in the invoice timeline.

Conceptual event sequence

draft → preview → send → payment request → webhook → payment allocation