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.
The default view within the invoicing 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.
Note: 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.
Invoicing features
The invoicing module allows you to:
- Customise invoice appearance and invoice details
- Create invoice templates
- Create and email invoices to customers
- Keep track of outstanding invoices and send invoice reminders
- Accept invoice payment via card, bank transfer, cash or cheque
- Create and apply credit notes
- Apply invoice discounts
- Write off the unpaid invoice as bad debt
- Create customer statements
- View reports by invoice item.
When creating invoices, you can create a new invoice from scratch, or by using a template or an existing invoice.
Watch this short video to learn more about the Invoicing Module:
Frequently Asked Questions