Sometimes you may need to issue an invoice that isn’t linked to a booking. To do this:
- Click the plus icon in the top right corner.
- Select Invoice.
You’ll now see the invoice form, where you can:
- Enter an invoice date and due date.
- Add a subject.
- Select or create a client (relation).
- Add invoice lines, including VAT percentage and amount.
- Optionally generate an invoice number. If you don’t, the next number in your sequence will be assigned automatically when the invoice is sent.
Invoice types
When creating an invoice, you can choose from several types:
- Invoice: a standard invoice for services or products.
- Balance invoice: used to bill a remaining balance after a partial payment.
- Advance invoice: an invoice requesting an advance payment.
- Credit note: a negative invoice to correct previously billed amounts.
Managing invoices
Once saved, your invoice will appear in the Invoices overview. Here you can quickly see its status (draft, sent, overdue) and amounts.
By clicking on an invoice, you’ll open the detail view. From here you can:
- Send the invoice to your client.
- View a download or preview.
- Credit the invoice.
- Add payments to reconcile outstanding balances.