Invoices Overview

Use the Invoices window to bill "customers" on a one-time or recurring basis by creating and printing invoices. You can also create credit memos as needed.

Before you begin

You'll need to set up the AR tables that can then be used to streamline the billing process by reducing repetitive data entry.

Categories: Use categories to speed the process of creating invoices by indicating default descriptions, billing, invoice & account information that will be used when billing items that are linked to a category.

Event/Jobs: Use an event/job record for things that will be billed repeatedly, e.g. workshops. An event/job is linked to a single category.

Recurring Billing Items: Use recurring billing items to create similar bills for many customers. A recurring item is linked to a single category and has default cost and account information that can be overridden when the item is added to an invoice or credit memo.

Invoices process

1. Create invoices and credit memos

2. Add invoice items

3. Submit invoices/credit memos

4. Approve invoices/credit memos

5. Print invoices

Additional invoice functions and topics

Edit, and delete invoices & credit memos

Edit, and delete invoice items from invoices & credit memos

Apply a credit memo

Unsubmit invoices

Void invoices

Write off invoice balances

Roll over invoices

Print invoices

View invoice history

View invoice balance

Return to Receivables Overview