Invoicing Module Overview
The invoicing module allows you to create, send, and track invoices. When payment for an invoice is received, it can be allocated or part allocated during bank reconciliation, and as a result, the outstanding balance on the invoicing screen automatically updates.
Before getting started, you will need to create an invoice profile in the Invoicing Settings screen. As part of this, you get to upload your organisation's logo, set your payment terms, add your payment details, and much more.
To create invoices faster, ExpensePlus allows you to either:
- create an invoice from a template invoice, or
- copy any existing invoice (as the 'template' for your new invoice)
When creating invoices, you select invoice items, enter quantities, apply invoice discounts and much more.
You can also create and apply credit notes and write off invoices as bad debt.
The default view of the invoice module allows you to keep track of outstanding invoices, and send invoice reminder emails at the click of a button. You can also view invoices by customer or by month.
Watch this short video to learn more about the Invoicing Module:
Frequently Asked Questions