An invoice is a bill with a future payment date. As soon as an invoice is issued, it is considered a legal document and cannot be amended.

Set up invoices

You can set up invoices in your accounting configuration.

  1. Go to Main menu > Settings > Property.

  2. Click Accounting configuration.

Make sure invoices are enabled

  1. Under External payment types, make sure Invoice is selected.

  2. Click Save.

Choose a default counter

  1. Under Default invoice counter, select the counter you want to be automatically applied to all future invoices.

  2. Click Save.

Set the default due date interval

  1. Under Invoice due interval, enter the number of days after an invoice is issued that payment should be received by.

  2. Click Save.

Choose a default accounting category for invoice payments

  1. Under Invoice payment, select the accounting category you want to be automatically applied to all invoice payments.

  2. Click Save.

Turn on payment tracking for outstanding invoices

  1. Under Options, select Receivable tracking enabled.

  2. Click Save.

Issue an invoice

  1. Open the customer’s profile.

  2. Go to the Billing tab.

  3. Find the open bill you want to issue an invoice for.

  4. Click Invoice > Issue invoice.

  5. Review the invoice. Before you issue the invoice, you can change certain aspects of it (such as the due date, taxation date, and address). For more information about which aspects of an invoice can be updated, look at the detailed list below.

  6. Click Issue invoice.

Check out our in-depth explanation of fields below:

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