Create, edit and issue an invoice
Issuing is the moment the invoice becomes the customer’s document rather than your draft. Edit before, not after.
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Invoicing
Invoicing is what a customer owes and what they have paid. It covers raising and issuing the invoice, taking the money against it, and the credit notes and refunds for when the first two were wrong.
Try it in the demobilling · 5 tasks
Before you start
- Tax rates, which sit behind their own permission — get them right before the first invoice rather than reissuing a quarter.
- The customer records the invoices will be raised against.
What Invoicing does
Invoices, payments and the money owed.
Record a payment and allocate it
A payment is recorded, then allocated across invoices. Unallocated payments are the single most common reason a customer statement and the ledger disagree, so allocate at the time rather than at month end.
Raise a credit note or a refund
A credit note cancels value owed; a refund returns money already taken. They are not interchangeable, and the choice shows up in both the customer balance and the books.
Set up recurring billing
A recurring profile bills on its own schedule. Check the first two runs by hand — a profile that is wrong is wrong every month and is usually noticed by the customer first.
Manage taxes and rates
Taxes and rates are permissioned separately from invoicing, so the people raising invoices are not the people who can change what tax they carry.
What it claims to do
The capability list this guide is written against, unabridged. Nothing above adds to it.
Invoicing on the Finance page- Create, edit and issue invoices to customers
- Record payments and allocate them across invoices
- Credit notes and refunds
- Recurring billing profiles
- Taxes and rates under a separate permission
Where it connects
The modules Invoicing hands work to, or takes it from. Most problems that look like one module are a handover between two.