FinanceInvoicing
Invoices, payments and the money owed.
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.
Read the user guide billing
What it does
Invoicing, in the product’s own words
- 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
Before you start
What has to be in place
- 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.
In the user guide
5 tasks, explained
- 01Create, edit and issue an invoice
- 02Record a payment and allocate it
- 03Raise a credit note or a refund
- 04Set up recurring billing
- 05Manage taxes and rates
Works with
The same records, not a sync
AccountingThe books: chart of accounts, journals, periods, reconciliation and reporting — 24 distinct permissions.OrdersOrder management across every channel you sell on — the largest module in the suite.SubscriptionsCustomers on a plan rather than a one-off sale.CRMLeads, accounts, deals and quotes, with a price list behind them.
Industries that start with it