⚠️Important: Before you start, ensure you've filled in the invoice settings on both the site level and the organisation level.
Generate an invoice
To generate an invoice or VAT receipt that you can send to customers as an attachment, follow the steps below:
On an enquiry, click Payments.
In the Invoices section, click Add Invoice.
Fill in the fields.
Fields in grey are mandatory.
To add pre-order items, click Add Pre-Order Items.
Each item is automatically marked as taxable.
If any types aren't taxable, click Tax Rate and select Zero.
If you've added Service Charge in the Pre-Orders tab, this defaults to non taxable.
To add items not in your pre-orders, click Add an item and fill in the details.
To add payments from the Payments tab, click Add items from Payments.
📌Note: When you add a payment, you can add a note. If you don't add a note at this point and you pull this payment to the invoice, you're prompted to add a note for this payment under Item Description.
Click Save, then click Generate Invoice.
Select your options:
To include the gross amount, select Show amount due.
If you're adding a duplicate receipt, select This invoice is a copy.
To remove the invoice details, select This is a pro forma invoice.
Click either Download CSV, Download Invoice, or Print Invoice.
See and print previous revisions
Once you've created an invoice, it saves against the booking or enquiry. If you generate a new invoice or make any changes, the existing invoice moves to the Previous Revisions section.
This shows when this invoice was created and any extra details. You can print previous invoices following the steps below:
In the Invoices section, by Previous Revisions click Show.
By the required invoice, click Print.
Select your options:
To include the gross amount, select Show amount due.
If you're adding a duplicate receipt, select This invoice is a copy.
To remove the invoice details, select This is a pro forma invoice.
Click either Download CSV, Download Invoice, or Print Invoice.
📌Note: Updated invoices have a new reference number, the existing number plus one.