Creating an invoice

You create an invoice from the contact. You start with a proposal (quote) and convert it step by step: from proposal to order, to invoice and finally to paid.

Haven't set up the invoice module yet? Do that first. Read how: Setting up the invoice module

Step 1: create a proposal

1. Open the contact's archive and click the Revenue tab.
2. Click the + in the narrow bar on the left.
3. Under Description, enter what the invoice is about. This text appears on the invoice after 'Re'.
4. For each line, choose an item and the quantity. The price and VAT are filled in automatically.
5. Want to add something, for example the period? Enter it under Info 2.
6. Click Save proposal.

Want to send the proposal to your customer? Then click Email. An email opens with the proposal as a PDF.

Step 2: from proposal to invoice

At the top you see the status of the document. Use the purple button at the bottom right to move it one step further.

1. Does your customer agree? Click Convert to Order.
2. Click Convert to Invoice. The document now gets an invoice number.

Please note: check the lines carefully before you convert. You can change amounts as long as it's a proposal or order. You can no longer change an invoice. Something wrong after all? Then create a credit invoice. Read how: The invoices overview

Tip: don't need an order confirmation? Then turn on Skip Order status in the settings. A proposal then goes to invoice in one click.

Step 3: sending

• Open PDF: view the invoice the way your customer sees it.
• Email: an email to the contact opens, with the invoice as a PDF and the email template that belongs to this status.

Step 4: mark as paid

Has your customer paid? Open the invoice and click Mark as paid.

Finding invoices

• For one contact: in the contact's archive, on the Revenue tab.
• All invoices: in the invoices overview. Read more: The invoices overview