How to create an invoice
Creating invoices within ExpensePlus couldn't be simpler.
As well as the option to create invoices from scratch, you can create an invoice either by:
- using an invoice template, or
- copying an existing invoice
Good to know: We will soon add the ability to bulk create invoices for multiple customers from a template.
Note: whilst 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 an invoice using an invoice template
From the Invoicing screen, select the 'Add New' button at the top of the screen.
In the pop-up that appears, select 'Create from Template'.
Then in the next pop-up, select the invoice template, the customer you wish to invoice, and select the invoice date.
Then select 'Submit'.
Once the new invoice is created, you can update any of the invoice details.
Such as adjusting the invoice item quantities or adding a customer note.
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 'Add New' button at the top of the screen.
In the pop-up that appears, select 'Copy existing Invoice'.
Find the invoice you wish to copy. Select the invoice, then click 'Confirm'.
Top Tip: select the 'customer' of the invoice you wish to copy and/or use the quick search to filter.
Note: invoices are shown in date order, with the most recent invoice at the bottom of the list.
In the pop-up that appears:
- Select the customer
- Select the invoice date
- Then click 'Confirm'
All other details will be copied from the invoice you are copying from but you can edit them later.
Once the new invoice is created, you can update any of the invoice details.
Such as adjusting the invoice item quantities or updating the customer notes section with details of dates/times relating to the resources used.
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 relating to room bookings, then these should be included within the customer notes section (rather than within invoice item names).
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 module overview page here.