Invoices and payments. From draft to recorded payment.
Prepare a ₪1,000 invoice, review it before issue and record ₪400 then ₪600. One isolated example, step by step.
Original screens and isolated example data. No live invoice issuance, money transfer, charge, customer sending or tax submission occurs.
A 5-minute video in 20 chapters. Jump directly to the step you need.
From draft. To recorded payment.
Prepare a ₪1,000 invoice, record ₪400 then ₪600, and check the balance. An isolated example with no money transfer.
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From draft. To recorded payment. Prepare a ₪1,000 invoice, record ₪400 then ₪600, and check the balance. An isolated example with no money transfer. Original Lynxbe screens · Demo dataFrom draft. To recorded payment. Prepare a ₪1,000 invoice, record ₪400 then ₪600, and check the balance. An isolated example with no money transfer. Original Lynxbe screens · Demo data
Open a new document. In Income Documents, choose New Document. Check the business and have the required details ready before filling the form. Original Lynxbe screens · Demo dataOpen a new document. In Income Documents, choose New Document. Check the business and have the required details ready before filling the form. Original Lynxbe screens · Demo data
Choose the document type. Set Document type to Tax Invoice. This example records payments later, so it does not use Tax Invoice/Receipt. Original Lynxbe screens · Demo dataChoose the document type. Set Document type to Tax Invoice. This example records payments later, so it does not use Tax Invoice/Receipt. Original Lynxbe screens · Demo data
Choose the customer. Select Dana Example and check the copied details. Choosing an existing record keeps the document linked to the customer. Original Lynxbe screens · Demo dataChoose the customer. Select Dana Example and check the copied details. Choosing an existing record keeps the document linked to the customer. Original Lynxbe screens · Demo data
Keep the two dates distinct. Example: Issue date 16 October 2026 and Due Date 30 October 2026. A due date is a payment deadline, not proof of payment. Original Lynxbe screens · Demo dataKeep the two dates distinct. Example: Issue date 16 October 2026 and Due Date 30 October 2026. A due date is a payment deadline, not proof of payment. Original Lynxbe screens · Demo data
Add one clear line. Enter Workflow setup, Qty 1 and Price ₪1,000 including VAT. Review the line, then choose Approve. Original Lynxbe screens · Demo dataAdd one clear line. Enter Workflow setup, Qty 1 and Price ₪1,000 including VAT. Review the line, then choose Approve. Original Lynxbe screens · Demo data
Check the final total. In Summary, check that the document total is ₪1,000. Including VAT means VAT is already part of the entered price. Original Lynxbe screens · Demo dataCheck the final total. In Summary, check that the document total is ₪1,000. Including VAT means VAT is already part of the entered price. Original Lynxbe screens · Demo data
Save a draft. Keep reviewing. Save Draft. In Income Documents, open Document Status, then Drafts. Find Dana and choose Edit. The draft is still unissued. Original Lynxbe screens · Demo dataSave a draft. Keep reviewing. Save Draft. In Income Documents, open Document Status, then Drafts. Find Dana and choose Edit. The draft is still unissued. Original Lynxbe screens · Demo data
Review before issue. Open Preview and check the PDF. It has no issued document number; return to the form for corrections. Original Lynxbe screens · Demo dataReview before issue. Open Preview and check the PDF. It has no issued document number; return to the form for corrections. Original Lynxbe screens · Demo data
Finalize after the review. Return to the form, choose No, issue only, then Finalize. In this guide, the action runs only in an isolated environment. Original Lynxbe screens · Demo dataFinalize after the review. Return to the form, choose No, issue only, then Finalize. In this guide, the action runs only in an isolated environment. Original Lynxbe screens · Demo data
Issued. Still unpaid. Invoice missing from the list? Choose Refresh. Find Dana and the number; check ₪1,000 and Open. Issued does not mean sent or paid. Original Lynxbe screens · Demo dataIssued. Still unpaid. Invoice missing from the list? Choose Refresh. Find Dana and the number; check ₪1,000 and Open. Issued does not mean sent or paid. Original Lynxbe screens · Demo data
Record a received payment. On the invoice, choose Record payment. Check customer, document number and Outstanding before recording an amount. Original Lynxbe screens · Demo dataRecord a received payment. On the invoice, choose Record payment. Check customer, document number and Outstanding before recording an amount. Original Lynxbe screens · Demo data
State how and when it arrived. Choose Bank transfer, review Payment date and enter Reference GUIDE400. These are recorded details, not bank confirmation. Original Lynxbe screens · Demo dataState how and when it arrived. Choose Bank transfer, review Payment date and enter Reference GUIDE400. These are recorded details, not bank confirmation. Original Lynxbe screens · Demo data
Record part of the total. Enter ₪400 in Amount received and choose Record payment. For this Tax Invoice, a separate receipt is created and applied to it. Original Lynxbe screens · Demo dataRecord part of the total. Enter ₪400 in Amount received and choose Record payment. For this Tax Invoice, a separate receipt is created and applied to it. Original Lynxbe screens · Demo data
₪400 recorded. ₪600 remains. After returning to the list, check Partially paid and the linked receipt. Reopen Record payment and check ₪600 Outstanding. Original Lynxbe screens · Demo data₪400 recorded. ₪600 remains. After returning to the list, check Partially paid and the linked receipt. Reopen Record payment and check ₪600 Outstanding. Original Lynxbe screens · Demo data
Reopen the remaining balance. The reopened form shows Already paid ₪400 and Outstanding ₪600. Record only the remaining balance next. Original Lynxbe screens · Demo dataReopen the remaining balance. The reopened form shows Already paid ₪400 and Outstanding ₪600. Record only the remaining balance next. Original Lynxbe screens · Demo data
Complete the record. Check ₪600, the payment method and date, and Reference GUIDE600. Choose Record payment and wait for completion. Original Lynxbe screens · Demo dataComplete the record. Check ₪600, the payment method and date, and Reference GUIDE600. Choose Record payment and wait for completion. Original Lynxbe screens · Demo data
Check Paid. After reloading. Find the invoice again and confirm Paid. Recorded payments total ₪1,000: ₪400 plus ₪600, with zero remaining. Original Lynxbe screens · Demo dataCheck Paid. After reloading. Find the invoice again and confirm Paid. Recorded payments total ₪1,000: ₪400 plus ₪600, with zero remaining. Original Lynxbe screens · Demo data
Open the receipt too. Open a linked receipt and check its number, customer and amount. The two receipts record payments against the same invoice. Original Lynxbe screens · Demo dataOpen the receipt too. Open a linked receipt and check its number, customer and amount. The two receipts record payments against the same invoice. Original Lynxbe screens · Demo data
One document. A record to check. Return to Income Documents: ₪1,000, Paid and linked receipts. Before real use, verify document details and actual receipts. Original Lynxbe screens · Demo dataOne document. A record to check. Return to Income Documents: ₪1,000, Paid and linked receipts. Before real use, verify document details and actual receipts. Original Lynxbe screens · Demo data
Original Lynxbe screens with isolated example records. This page’s walkthrough is read-only. Document issue, payment recording and receipts run only in an isolated environment. No live invoice, real payment, bank transfer, charge, tax submission, customer send or publication occurs. Paid describes the application record, not bank confirmation.
The steps. At your pace.
Before starting: the correct business, authorized Income Documents access, customer and transaction details, price, currency and dates. Check the document type and tax settings appropriate to your business. Verify actual receipt before recording a real payment.
Prepare the details.
Use this guide to prepare an invoice and follow recorded receipts. Have the correct business, access, customer, service description, price, currency and dates ready. Our example is Dana Example, Workflow setup and ₪1,000 including VAT. All records are isolated; this page’s walkthrough is read-only.
Enter and choose the document type.
In Income Documents, choose New Document. Set Document type to Tax Invoice. Our example records receipts later, so it does not use Tax Invoice/Receipt. Check the appropriate document for your business separately; this guide does not establish a legal requirement.
Choose the customer and dates.
Select Dana Example and review the copied contact details. Our Issue date is 16 October 2026, Due Date is 30 October 2026, and currency is ILS. A due date is a payment deadline, not a receipt. Review dates filled from customer terms too.
Add and approve the line.
Enter Workflow setup, Qty 1 and Price 1,000. Choose Including VAT and check a ₪1,000 total in Summary. After reviewing the line, choose Approve. The displayed VAT rate is an example setting; check the appropriate setting for your real document.
Save a draft and reopen it.
Choose Save Draft and wait. In Income Documents, open Document Status, then Drafts: drafts are separate from the income list. Find Dana and choose Edit. Check the customer, line and total before Preview. A draft remains editable; saving neither issues nor sends it. A failed save does not confirm that details were retained.
Review Preview.
Choose Preview and check the PDF: customer, description, dates and total. The note says it has not been issued and has no number yet. Preview does not store a new document. Return to the form for corrections or to continue.
Separate issue from sending.
Under sending, choose No, issue only. Check the approved line and details, then choose Finalize. Return to Income Documents; if the invoice is missing, choose Refresh, in the three-dot menu on narrow screens. Our example assigns a number and becomes Open. Issued does not mean sent or paid. No live issue, customer send or tax submission occurs.
Open Record payment.
Choose Record payment on the same invoice. Check the customer, number and ₪1,000 Outstanding. Choose Bank transfer, review Payment date and enter Reference GUIDE400. Recording a method and reference neither initiates a transfer nor verifies it with a bank.
Record ₪400 and check the balance.
Change Amount received to 400 and choose Record payment. For a Tax Invoice, a separate receipt is created and applied. When the list returns, check Partially paid and the receipt link. Reopen Record payment and check Already paid ₪400 and Outstanding ₪600.
Record the remaining ₪600.
In the reopened form, check the ₪600 balance rather than the original total. Check method, date and Reference GUIDE600, then record ₪600. If an error appears, review the document and receipts before retrying to avoid duplicate recording.
Check Paid and the receipts.
Reload the same invoice and check Paid: ₪400 plus ₪600 equals ₪1,000, with zero remaining. Open a linked receipt and review number, customer, amount and receipt details. Do not count an invoice and its paying receipts as separate money received. Opening a PDF does not send it.
Continue with verified details and receipts.
Return to Income Documents and check the result again. In real use, start with a draft, review details and record only payments actually received and verified. Paid describes the application record; it does not prove a transfer, charge, delivery or tax submission. Sending to the customer is separate.
The result being checked: a ₪1,000 Tax Invoice, ₪400 then ₪600 recorded, linked receipts and Paid on a fresh read. Zero remains; the document was not sent and no real money movement is proved.
Not ready to issue? Check customer, description and line approval. Total higher than expected? Check Including VAT versus Excluding VAT. Balance unchanged? Reopen and review receipts before retrying. Paid is not bank confirmation.
The screens and behavior checked.
Content checked against Lynxbe screens and source behavior on 16 October 2026. The demonstration is isolated; validation and delivery status are recorded separately.
One invoice. Every recorded step.
A read-only walkthrough. Select a step or use Next. This page does not issue a document, record a receipt or make a real charge.
From draft. To recorded payment.
Use Income Documents to prepare a document and follow its recorded payments. In one example, create a Tax Invoice for Dana Example, save a draft and review its preview. After finalizing in an isolated environment, record ₪400 and then ₪600 and reload the result. Recording Bank transfer neither transfers money nor charges a customer.
From draft. To recorded payment.
Use Income Documents to prepare a document and follow its recorded payments. In one example, create a Tax Invoice for Dana Example, save a draft and review its preview. After finalizing in an isolated environment, record ₪400 and then ₪600 and reload the result. Recording Bank transfer neither transfers money nor charges a customer.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Open a new document.
Open Income Documents and choose New Document. In Create Document, have the customer, service, price, currency and dates ready. In a real business, check your access and the details required by your process. This guide uses invented records only; the walkthrough on this page is read-only.
Open a new document.
Open Income Documents and choose New Document. In Create Document, have the customer, service, price, currency and dates ready. In a real business, check your access and the details required by your process. This guide uses invented records only; the walkthrough on this page is read-only.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Choose the document type.
Choose Tax Invoice in Document type. Our story prepares an invoice first and records receipts later. Tax Invoice/Receipt and Receipt are different options; do not pick them merely because the names are similar. This example explains the interface and does not determine which document your business needs.
Choose the document type.
Choose Tax Invoice in Document type. Our story prepares an invoice first and records receipts later. Tax Invoice/Receipt and Receipt are different options; do not pick them merely because the names are similar. This example explains the interface and does not determine which document your business needs.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Choose the customer.
In Customer name, search for and select Dana Example. Check the name and contact details shown in the form before continuing. The example address dana@example.invalid is not a delivery destination. Review automatically filled details rather than assuming they are correct. This guide neither creates a real customer nor sends a document.
Choose the customer.
In Customer name, search for and select Dana Example. Check the name and contact details shown in the form before continuing. The example address dana@example.invalid is not a delivery destination. Review automatically filled details rather than assuming they are correct. This guide neither creates a real customer nor sends a document.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Keep the two dates distinct.
Review Issue date and Due Date. Our issue date is 16 October 2026 and the due date is 30 October 2026. Customer terms may fill the due date; check it against the actual agreement. Choose ILS as the currency. Each recorded receipt has a separate Payment date.
Keep the two dates distinct.
Review Issue date and Due Date. Our issue date is 16 October 2026 and the due date is 30 October 2026. Customer terms may fill the due date; check it against the actual agreement. Choose ILS as the currency. Each recorded receipt has a separate Payment date.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Add one clear line.
In Items List, enter Workflow setup, Qty 1 and Price 1,000. Check that the price basis is Including VAT before reviewing the amount. Review description, quantity and price, then choose Approve on the line. Changing details afterwards may require approval again; check readiness before finalizing.
Add one clear line.
In Items List, enter Workflow setup, Qty 1 and Price 1,000. Check that the price basis is Including VAT before reviewing the amount. Review description, quantity and price, then choose Approve on the line. Changing details afterwards may require approval again; check readiness before finalizing.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Check the final total.
Review Summary and the line breakdown. In this example, a price of 1,000 with Including VAT gives a ₪1,000 document total, rather than 1,000 plus VAT. The displayed VAT rate is an example setting. For a real document, check the appropriate setting and date; this guide does not establish a tax rate or legal requirement.
Check the final total.
Review Summary and the line breakdown. In this example, a price of 1,000 with Including VAT gives a ₪1,000 document total, rather than 1,000 plus VAT. The displayed VAT rate is an example setting. For a real document, check the appropriate setting and date; this guide does not establish a tax rate or legal requirement.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Save a draft. Keep reviewing.
Choose Save Draft and wait. Drafts are separate from the income list: open Document Status there and choose Drafts. Find Dana’s draft and choose Edit, then check the reloaded customer, line and ₪1,000 total. Open Preview from the editor. Saving a draft neither issues nor sends it. If saving did not complete, do not assume the details were stored.
Save a draft. Keep reviewing.
Choose Save Draft and wait. Drafts are separate from the income list: open Document Status there and choose Drafts. Find Dana’s draft and choose Edit, then check the reloaded customer, line and ₪1,000 total. Open Preview from the editor. Saving a draft neither issues nor sends it. If saving did not complete, do not assume the details were stored.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Review before issue.
Choose Preview. In the PDF, check the customer, description, dates and total. The note says the document has not been issued and has no number yet. Preview neither stores a new document nor sends it. Return to the form to change details or continue; Save Draft and Preview are separate actions.
Review before issue.
Choose Preview. In the PDF, check the customer, description, dates and total. The note says the document has not been issued and has no number yet. Preview neither stores a new document nor sends it. Return to the form to change details or continue; Save Draft and Preview are separate actions.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Finalize after the review.
After reviewing, return to the form. Under sending, choose No, issue only. Check that the line is approved and the document is ready to issue. Finalize issues the document and assigns its number; it is separate from Save Draft. In a real business, use approved details. This example performs no live invoice issue, tax submission or customer send.
Finalize after the review.
After reviewing, return to the form. Under sending, choose No, issue only. Check that the line is approved and the document is ready to issue. Finalize issues the document and assigns its number; it is separate from Save Draft. In a real business, use approved details. This example performs no live invoice issue, tax submission or customer send.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Issued. Still unpaid.
Return to Income Documents. If the new invoice is missing, choose Refresh, found in the three-dot menu on narrow screens. Find Dana by name and number and check the freshly loaded ₪1,000 total and Open status. It has been issued in the example, but not sent or paid. A PDF or invoice number does not prove customer delivery or receipt of money.
Issued. Still unpaid.
Return to Income Documents. If the new invoice is missing, choose Refresh, found in the three-dot menu on narrow screens. Find Dana by name and number and check the freshly loaded ₪1,000 total and Open status. It has been issued in the example, but not sent or paid. A PDF or invoice number does not prove customer delivery or receipt of money.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Record a received payment.
Choose Record payment on the open invoice. Confirm Dana, the correct invoice and ₪1,000 Outstanding. The amount starts with the full balance; edit it for a partial payment. In a real business, record a receipt only after verifying it. Selecting Bank transfer does not initiate a transfer.
Record a received payment.
Choose Record payment on the open invoice. Confirm Dana, the correct invoice and ₪1,000 Outstanding. The amount starts with the full balance; edit it for a partial payment. In a real business, record a receipt only after verifying it. Selecting Bank transfer does not initiate a transfer.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
State how and when it arrived.
Set Payment method to Bank transfer. Review Payment date and enter GUIDE400 in Reference. This date describes the recorded receipt, rather than the invoice due date. A reference helps match the entry to the source you checked; entering it does not verify a bank transaction. Our example has no withholding and no real money movement.
State how and when it arrived.
Set Payment method to Bank transfer. Review Payment date and enter GUIDE400 in Reference. This date describes the recorded receipt, rather than the invoice due date. A reference helps match the entry to the source you checked; entering it does not verify a bank transaction. Our example has no withholding and no real money movement.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Record part of the total.
Change Amount received from 1,000 to 400. Check the invoice, method, date and reference, then choose Record payment. For a Tax Invoice, this creates a receipt for the recorded amount and applies it to the invoice. All demonstration actions are isolated; no live receipt or customer charge occurs.
Record part of the total.
Change Amount received from 1,000 to 400. Check the invoice, method, date and reference, then choose Record payment. For a Tax Invoice, this creates a receipt for the recorded amount and applies it to the invoice. All demonstration actions are isolated; no live receipt or customer charge occurs.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
₪400 recorded. ₪600 remains.
After recording, the list reloads. Find the same invoice and check Partially paid and the receipt link. Reopen Record payment and check Already paid ₪400 and Outstanding ₪600. This checks stored results rather than the amount you typed. The invoice total remains ₪1,000.
₪400 recorded. ₪600 remains.
After recording, the list reloads. Find the same invoice and check Partially paid and the receipt link. Reopen Record payment and check Already paid ₪400 and Outstanding ₪600. This checks stored results rather than the amount you typed. The invoice total remains ₪1,000.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Reopen the remaining balance.
In the reopened Record payment form, check the number, customer, Already paid and Outstanding. The default amount is now ₪600. Do not record the original ₪1,000 total again. In real use, verify that the next payment was actually received; application status does not replace checking the payment source.
Reopen the remaining balance.
In the reopened Record payment form, check the number, customer, Already paid and Outstanding. The default amount is now ₪600. Do not record the original ₪1,000 total again. In real use, verify that the next payment was actually received; application status does not replace checking the payment source.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Complete the record.
Keep Amount received at ₪600 for the next receipt. Check Bank transfer, Payment date and Reference GUIDE600, then choose Record payment and wait. Another receipt is created and applied to the same invoice. If an error appears, check the document and receipts before retrying to avoid recording a receipt twice.
Complete the record.
Keep Amount received at ₪600 for the next receipt. Check Bank transfer, Payment date and Reference GUIDE600, then choose Record payment and wait. Another receipt is created and applied to the same invoice. If an error appears, check the document and receipts before retrying to avoid recording a receipt twice.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Check Paid. After reloading.
After returning to Income Documents, check the same invoice and its Paid status. Reload the document details: 400 plus 600 equals ₪1,000, with zero remaining. This is the recorded payment state in the isolated application. It does not prove a bank transfer, card settlement, customer delivery or tax submission.
Check Paid. After reloading.
After returning to Income Documents, check the same invoice and its Paid status. Reload the document details: 400 plus 600 equals ₪1,000, with zero remaining. This is the recorded payment state in the isolated application. It does not prove a bank transfer, card settlement, customer delivery or tax submission.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
Open the receipt too.
Open one of the receipts linked to the invoice. Check the receipt number, Dana Example, amount and payment details. The receipts are separate documents explaining how payment was recorded against the invoice; do not count both the invoice and its receipts as separate money received. Opening a receipt or PDF does not send it to the customer.
Open the receipt too.
Open one of the receipts linked to the invoice. Check the receipt number, Dana Example, amount and payment details. The receipts are separate documents explaining how payment was recorded against the invoice; do not count both the invoice and its receipts as separate money received. Opening a receipt or PDF does not send it to the customer.
Original Lynxbe screens · Demo data
Original Lynxbe screens · Demo data
One document. A record to check.
Finish in Income Documents and review the sequence: draft, preview, issued document, ₪400 then ₪600 and linked receipts. A fresh read shows the invoice as paid. Customer sending remains a separate action that was not performed. In your business, start with a draft, check details and record only payments actually received and verified.
One document. A record to check.
Finish in Income Documents and review the sequence: draft, preview, issued document, ₪400 then ₪600 and linked receipts. A fresh read shows the invoice as paid. Customer sending remains a separate action that was not performed. In your business, start with a draft, check details and record only payments actually received and verified.
