> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice History

> View client invoices and create one-off invoices from the Funding tab.

The **Invoice History** card on a client's Funding tab lists funding fee invoices
and one-off invoices created in the CRM. Each row shows the amount paid and the
remaining balance. Select **Open in CRM** to view an invoice.

To create a one-off invoice, such as a setup fee:

1. Select **New invoice** on the Invoice History card.
2. Complete the invoice in the CRM page that opens in a new browser tab. The client is already selected.
3. Return to the Funding tab. Invoice History refreshes when you return.

One-off invoices appear for visibility and do not count toward the client's
funding fee balance.

**New invoice** stays hidden when the client's CRM connection is missing, loading, or
awaiting reconnection after an agency transfer. Read-only views do not show it.
If the client's agency CRM host cannot be resolved, the action stays hidden.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.