Creating Invoices

Bill a customer for a single charge in Cornerspot — open the Invoices page, click New Invoice, pick the customer, add a line item, set the due date, and click Create Draft Invoice.

Remove an invoice you no longer need in Cornerspot — only drafts can be deleted. Click the trash icon on a draft row (or use the Advanced section or bulk Delete), and confirm; finalized invoices are voided instead.

Get a PDF copy of any invoice in Cornerspot — open the invoice from the Invoices list and click Download PDF in the header to generate and download the document.

Reuse an invoice in Cornerspot — from the Invoices list, click the copy icon on a row, then choose Leave as Draft or Finalize Immediately to clone its customer, line items, taxes, discounts, and terms.

Change an invoice before it's finalized in Cornerspot — open the draft, click Edit, update the payment terms, due date, and notes, then click Save Changes.

Turn a draft into a real, sendable invoice in Cornerspot — open the draft, click Finalize invoice, confirm, and watch it move to Open with its own INV- number, ready to send and collect.

Bill a won deal in one motion — open the deal, click Mark Won + Convert, walk through the wizard, and Cornerspot generates a draft invoice from the deal that's linked right back to it.

Build the Line items section of a Cornerspot invoice — add a product or a custom line, set the quantity and unit price, watch the totals roll up into the Subtotal, and remove lines you don't need.

Control when an invoice is due in Cornerspot — choose Payment terms (Net 30 by default) that compute the due date at finalize, or set an explicit Due date that overrides them.

Add taxes and discounts to a draft invoice in Cornerspot — per line or across the whole invoice — and watch them fold into the Discount, Tax, and Total rows.