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.
- Go to Main menu > Settings > Property.
- Click Accounting configuration.
Make sure invoices are enabled
- Under External payment types, make sure Invoice is selected.
- Click
Save
.
Choose a default counter
- Under Default invoice counter, select the counter you want to be automatically applied to all future invoices.
- Click
Save
.
Set the default due date interval
- Under Invoice due interval, enter the number of days after an invoice is issued that payment should be received by.
- Click
Save
.
Choose a default accounting category for invoice payments
- Under Invoice payment, select the accounting category you want to be automatically applied to all invoice payments.
- Click
Save
.
Turn on payment tracking for outstanding invoices
- Under Options, select Receivable tracking enabled.
- Click
Save
.
Issue an invoice
- Open the customer’s profile.
- Go to the Billing tab.
- Find the open bill you want to issue an invoice for.
- Click
Invoice
>Issue invoice
. - 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.
- Click
Issue invoice
.