Step by step
- Go to Finance › Invoices and press + New blank invoice at the top right. A side panel opens.
- Choose the company in Bill to.
- Click Create draft. The draft opens.
- Add lines in Add a line and fill in the details, then issue.
Tips
- Contract billing makes its own draft invoices (Create invoices on a finalised run), so you rarely need a blank invoice for contracts.
Works together with
- Add, change or remove invoice linesOn a draft invoice you can edit every line, add your own and remove ones you do not want.
- Set the payer, PO number, dates and notesOn a draft invoice, set who is billed, their PO number and reference, the supply and due dates, and notes printed on the invoice.
- Issue an invoiceIssuing gives the invoice its number, fixes your and the customer's details, locks the lines and creates the PDF.
- Download a billing run as CSVGet every line of a billing run in a spreadsheet: customer, account ref, contract, readings, copies, rate, amount, warnings and exclusions.