Invoices

Billing → Invoices is the bill you send a customer. One invoice is made of several billing lines.

List and filters

Filter by Sender code, Status and Issue date range.

Creating from billing

The normal path is to tick lines on the Billing page and click Create Invoice — only lines for the same party can go on one invoice. Success reports the invoice was created with N billing items.

You can also create one directly on the invoices page.

Invoice details

Open an invoice to see its line items, and add or remove them.

Issuing

A new invoice starts as a draft. Issuing it makes it official — "The invoice has been issued successfully."

Editing line items after issuing isn't appropriate; void and reissue instead.

Recording payment

When the customer pays, record a payment against the invoice — "Payment created."

Uploading a bank slip

For transfers, upload the bank slip as evidence — "Bank slip has been uploaded for verification." The slip joins the Pending Verification queue on the Payments page for someone with the permission to check.

The bank accounts you collect into are maintained on the Receiving Bank Accounts page, reached from Payments.

Bulk actions

When selecting several invoices they must be billed to the same party, otherwise you get "Selected invoices must be billed to the same entity."