> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/billing.md).

# Billing

Manage all aspects of your billing process in Caspen. From setting up invoice preferences and tax settings to creating invoices, recording payments, and issuing credit notes.

## Invoices

Create, send, and manage invoices for your clients and contacts. Learn how to customize templates, edit drafts, apply credits, and void or delete invoices when needed.

<div align="left"><figure><img src="/files/hGQLx9fLGomPI71lMgKl" alt="" width="230"><figcaption></figcaption></figure></div>

* [Create an invoice](/using-caspen/billing/invoices/create-an-invoice.md) - Learn how to create and send invoices.
* [Edit an invoice](/using-caspen/billing/invoices/edit-an-invoice.md) - Revert an invoice to draft so you can make changes or corrections.
* [Delete an invoice](/using-caspen/billing/invoices/delete-an-invoice.md) - Permanently remove an invoice that was created in error or is no longer required.
* [Void an invoice](/using-caspen/billing/invoices/void-an-invoice.md) - Learn how to cancel an issued invoice.
* [Invoice for a canceled appointment](/using-caspen/billing/invoices/invoice-for-a-canceled-appointment.md) - Invoice a client for a canceled appointment based on your cancellation policy.
* [Invoice field reference guide](/using-caspen/billing/invoices/invoice-field-reference-guide.md) - Learn what each invoice field and status means in Caspen.

## Payments

Record and manage payments. Whether manual, online, or credit-based. You can also issue or void payments, process refunds, and track allocation across invoices.

<div align="left"><figure><img src="/files/oRuDoQRiEZN8ePReULTF" alt="" width="230"><figcaption></figcaption></figure></div>

* [Pay an invoice](/using-caspen/billing/payments/pay-an-invoice.md) - Record and apply invoice payments.
* [Add a standalone payment](/using-caspen/billing/payments/add-a-standalone-payment.md) - Record a payment not linked to an invoice.
* [Apply an existing payment to an invoice](/using-caspen/billing/payments/apply-an-existing-payment-to-an-invoice.md) - Use unallocated payments (money already received) to pay a finalized invoice.
* [Refund a payment](/using-caspen/billing/payments/refund-a-payment.md) - Learn how to process refunds in Caspen.
* [Add a credit note](/using-caspen/billing/payments/add-a-credit-note.md) - Adjust or reduce an invoice balance.
* [Void a payment](/using-caspen/billing/payments/void-a-payment.md) - Learn how to cancel a payment record.
* [Add a new payment method](/using-caspen/billing/payments/add-a-new-payment-method.md) - Set up and manage accepted payment types.
* [Unallocated payments explained](/using-caspen/billing/payments/unallocated-payments-explained.md) - Learn how unallocated payments are created and used in Caspen.