Customer Invoices help you track and manage outstanding balances efficiently. This feature allows you to charge customers later and monitor payments.
Create Customer Invoices
To create and record customer invoices for later payments. Follow the steps below to create a new invoice:
From the left menu, click Invoice, then select Customers.
Click New Invoice in the top-right corner.
Enter the Customer basic Information.
Once done, click Save to create the invoice.
After saving, a new button titled Add Change and Add Credit Memo appears.
You’ll also see the invoice’s Balance and Total. Once done, click save.
Note: Always click Save before going Back to Invoices.
Manage Customer Invoice Terms
Invoice terms determine how long a customer has to pay after an invoice is created. To add, edit, or delete payment terms, follow the steps below:
Go to Invoice, then select Customers.
Click the three-dots (...) icon in the top-right corner.
Choose Manage Terms.
Available options to manage Customer Invoice Terms.
Available Options:Add Term
Edit
Delete
Note: Terms created here will also appear in Supplier Invoices.
View Customer Invoices
View existing invoices to check balances, payment history, and details. Follow the steps below:
Click Invoice, then select Customers.
Open the invoice you want to view.
The full invoice details and payment records will display on-screen.
Note:
Email invoices directly to customers who haven’t paid yet or print them for your records.
Sending invoices by email provides a convenient payment link for customers to pay online.
While printing allows you to keep physical or digital copies for documentation.
Filter Invoices by Past Due Dates
Quickly find overdue invoices using the built-in date filters on the main Invoices page. Simply use the filters above the list and select options like 30, 60, or 90 days to display invoices that are past due for those periods.
Note: Paid invoices won’t appear in these lists.
Delete Customer Invoices
Delete invoices that are no longer needed or were created by mistake.
Follow the steps below:
Click Invoice, then select Customers.
Locate the customer invoice you want to delete.
Check the box beside each one. To select all, click the checkbox in the header.
Click Delete in the top menu.
This will permanently remove the selected invoices from the system.
Note: Adding a Supplier Invoice follows the same steps as adding a Customer Invoice.