Learn how to create branded invoices, add line items, and send them to your customers directly from Obsidyun.
5 min readNavigate to the Invoicing module and click "Create Invoice." Select a customer from your customer list (or create a new one), then add line items with descriptions, quantities, and prices. Taxes, discounts, and payment terms can all be configured per invoice.
Invoice layout is controlled from Settings → Invoice Template, where you build the layout with a drag-and-drop editor: drop in your logo, a heading, the line-item table, payment terms, notes, and a divider wherever you want one, then arrange them how you like.
Every invoice gets a shareable link your customer can open in their browser — no account needed on their end. Obsidyun records the moment it's first viewed, so you know whether a customer has actually opened it, not just that it was sent.
Quotes live in their own module with the same shareable-link and view-tracking behavior. Once a customer is ready to buy, post the quote as an invoice directly — the line items, customer, and pricing all carry over, so you're not rebuilding it from scratch.
Set a credit limit per customer, and their remaining credit updates as invoices go out and payments come in — useful if you extend terms to regular clients and want a hard stop before they go over.
