Step by step
- Fix or exclude every flagged line.
- Press Finalise.
- Press Create invoices.
- Open Finance › Invoices, tab Drafts, check and issue them.
Questions
Can I undo finalising?
No. Correct a mistake with a credit note on the invoice and bill the difference in the next run.
Works together with
- The billing run pageOne run: every service fee, rental, charge, minimum and copy line with readings, copies, free copies, rate and amount, and what to do next.
- Issue an invoiceIssuing gives the invoice its number, fixes your and the customer's details, locks the lines and creates the PDF.
- Credit an invoice (credit note)Correct an issued invoice by crediting it in full. Its jobs and parts become billable again so you can invoice them correctly.