Invoices
Create professional invoices, track status, and get paid faster.
Create an invoice
Invoice types (standard, scheduled, recurring)
Standard: create and send immediately.
Scheduled: prepare now, send later.
Recurring: automatically create invoices on a set schedule (useful for retainers, subscriptions, and monthly services).
Recurring invoices (retainers & subscriptions)
Use recurring invoices when you want Illumi to generate new invoices on a schedule.
A recurring invoice is ideal for monthly retainers, service subscriptions, and maintenance plans.
Pair recurring invoices with PayGate providers that support recurring collections when you need automatic recurring payments.
Start by creating a normal invoice and perfecting your template, totals and payment flow. Then convert to recurring once you’re happy.
Line items, tax, and discounts
Use clear line descriptions so clients know what they’re paying for.
If you apply discounts, use the line discount percentage (Disc %) so totals remain transparent.
If you’re VAT registered, confirm your VAT rate and ensure the correct amounts show on the preview and PDF.
Line discounts are applied per item. This makes it easy to discount only certain services while keeping others full price.
Due dates and payment terms
Pick a due date your client understands (e.g. 7 days, 14 days, end-of-month).
For retainer clients, use consistent billing dates to reduce payment delays.
If you accept online payments, include PayGate links so the client can pay immediately without doing a manual EFT.
Invoice statuses
Draft: not sent yet.
Sent: emailed/shared with your client.
Paid: payment confirmed (automatic when PayGate is enabled).
Preview, PDF and printing
Use Preview to confirm layout before sending.
Download PDF for sending outside of Illumi (or for your records).
When printing, always check the bottom of the invoice and page breaks to ensure nothing is clipped.
If you change invoice mode (dark/light), always re-check the PDF output so colours and contrast remain readable.
Getting paid faster
Send invoices as soon as work is approved (same-day invoicing tends to get paid faster).
Use clear line items and attach any supporting documents if your client requires them.
Enable PayGate so clients can pay immediately by card or Pay by Bank (provider dependent).