Invoices
A practical guide to the Invoices module.
- Invoice list, filters, and templatesList columns, statuses, search, filters, templates, and debt summary.
- Creating and editing an InvoiceCustomer, number, dates, currency, due date, saving, and editing restrictions.
- Items, VAT, discounts, and totals on an InvoiceLine entry, warehouses, prices, VAT, discounts, and document display options.
- Invoice card, statuses, and actionsCard tabs, status meanings, cancellation, and key actions.
- Invoice Payments, credits, and balancesPayment allocation, credits, Credit Notes, and customer debt.
- Sending Invoices, PDFs, and remindersRecipients, languages, attachments, PDF verification, and overdue payment reminders.
- Copying, splitting, and recurring InvoicesOne-off copies, line splitting, and rules for recurring Invoices.
- Invoice files, notes, and related recordsAttachments, internal notes, Tasks, Expenses, and action history.
- Invoice administration settingsNumbering, terms, PDF, automatic sending, locks, and classifiers.
- Invoice permissions, visibility, and customer portalScope of roles and organizations, actions (permissions), and client view.
- Invoice links, imports, exports, and integrationsConnections to other modules, list export, and accounting integration status.