On a draft
Lines: edit any line in place (description, quantity, unit, unit price, VAT %) and Save, Remove line, or Add a line.
Issue: any 0.00 warning, and the Issue invoice button. If your company name, address or VAT number is missing, it links to Settings instead.
Details: Bill to, PO number, Their reference, Supply date, Due date, Notes on the invoice, and Save details.
Preview: Preview PDF (marked DRAFT).
Delete this draft.
After issuing
Document: issue, supply and due dates, PO number and reference, and Email PDF and Download PDF.
Payments: payments recorded, Record payment while money is owed, and Delete on each payment.
Online payment: card payment link or Direct Debit status, if Stripe or GoCardless is connected.
Sent: each email, to whom, when, and whether it failed.
Correct this invoice: Create credit note.
Totals show Paid, Credited and Outstanding (or Owed to client if more was paid than owed).
Links
Lines from jobs link to the job. A credit note links to its invoice, and an invoice to its credit note.
Questions
Why is there no Issue button?
Add your company name and address (and VAT number if you are VAT registered) in Settings first.
Can I change the customer after issuing?
No. The customer's details are fixed on the invoice when it is issued. Credit it and invoice the right company.
Where do the bank details on the PDF come from?
From your invoice settings. The PDF shows a How to pay section with them and the invoice number as reference.
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.
- Preview or download the invoice PDFMake the PDF of a draft (marked DRAFT) to check it, or download the PDF of an issued invoice.
- Email an invoiceSend the issued invoice or credit note as a PDF to the customer's billing email, and optionally to another address.
- Record a paymentRecord money received against an issued invoice: amount, date, method and reference. Part payments are fine.
- 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.
- Card payment link on an invoiceWith Stripe connected, each issued invoice gets a card payment link for the amount owed. When the customer pays, the payment is recorded for you.
- Direct Debit status on an invoiceWith GoCardless connected and an active mandate for the customer, issued invoices are collected by Direct Debit and the payment is recorded for you.