How to create an invoice
Creating invoices within ExpensePlus couldn't be simpler. You can create an invoice by:
- creating a new invoice from scratch
- using an invoice template
- copying an existing invoice.
Good to know: We will soon add the ability to bulk create invoices for multiple customers from a template.
Note: While you can't automatically create recurring invoices within ExpensePlus, the 'Copy existing Invoice' and 'Create from Template' options make creating recurring invoices quick and easy.
How to create a new invoice from scratch
From the Invoicing screen, select the 'Create Invoice' button at the top of the screen.
In the pop-up that appears, select 'Create New'.
Then click 'Submit'.
In the next pop-up, select the name of the customer you want to invoice, and the details you want to display in the invoice: date, profile, invoice title.
In the 'Item' box, type the name of the invoice item and click on the 'Add...' line that appears.
In the next pop-up, type the price in the 'Unit Price' box and click 'Submit'.
Top Tip: You can choose to save these details as an invoice item for future invoices. To do this, click 'Add to Saved Items list'.
Add any remaining invoice details. For example, you can set a discount, add a customer note, adjust the payment terms, and change the fund to which the invoice will be allocated in your accounts.
Top Tip: If you want to hide 'quantities', you can do this in 'Invoice Settings'.
Once finished, click 'Create' at the bottom of the screen.
You can email the invoice to the customer either straight away or at a later date
How to create an invoice using an invoice template
From the Invoicing screen, select the 'Create Invoice' button at the top of the screen.
In the pop-up that appears, select 'Create from Template'.
Then click 'Submit'.
In the next pop-up, select the invoice template you want to use, the customer you wish to invoice, and the invoice date.
Then click 'Submit'.
Once the new invoice is created, you can update any of the invoice details.
For example, you can adjust the invoice item quantities or add a note for the customer.
Top Tip: If you want to hide 'quantities', you can do this in 'Invoice Settings'.
Once finished, click 'Update' at the bottom of the screen.
You can email the invoice to the customer either straight away or at a later date.
How to copy an existing invoice
From the Invoicing screen, select the 'Create Invoice' button at the top of the screen.
In the pop-up that appears, select 'Copy existing Invoice'.
Then click 'Submit'.
Find the invoice you wish to copy.
Top Tip: Select the 'Customer' whose invoice you wish to copy, and/or use the 'Quick Search' to filter the list of invoices.
Note: Invoices are shown in date order, with the most recent invoice at the bottom of the list.
Select the invoice, then click 'Confirm'.
In the pop-up that appears:
- select the customer
- select the invoice date
- click 'Confirm'.
All other details will be copied from the invoice from which you are copying, but you can edit them later.
Once the new invoice is created, you can update any of the invoice details.
For example, you can adjust the invoice item quantities or update the customer notes section with details of dates/times.
Top Tip: Invoice items are the goods and services you invoice customers for, e.g. 'Hire of Room 1 (£35 per hour)'. If you want to include additional details such as the dates/times of the room bookings, then these should be included in the 'Notes for the Customer' section.
Once finished, click 'Update' at the bottom of the screen.
You can email the invoice to the customer either straight away or at a later date.
To help you better understand the Invoicing Module, please visit the Invoicing Module Overview page.