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/template in the Invoicing Setting screen. As part of this, you get to upload your organisation's logo, set your payment terms, add your payment details, and much more. You can use multiple invoice profiles if you need to operate a different brand or use different payment details for discreet areas of your work, i.e bookshop, room hire, etc.

To create invoices faster, ExpensePlus allows you to simply copy any existing prior invoice to use as the 'template' for your new invoice. You can then amend any details that need to be changed. Where a credit note is needed, this can be created and applied as required.

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

  1. Why are unpaid invoices showing on the Income & Expenditure Report?
  2. How can I send invoices to my customers?
  3. How do I manage recurring invoices?

Click here to view our other FAQs relating to Invoicing.

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