Invoicing

1. Invoice Series Setup

An Invoice Series must be created for each currency used in invoices. This is a one-time setup to ensure proper tracking and organization.

🔹 One currency = One Invoice Series

Steps to Add an Invoice Series:
1️⃣ Go to: Invoicing > Add Invoice Series
2️⃣ Enter: Series Name
3️⃣ Select: Currency
4️⃣ Click: Save

Once set up, the Invoice Series will be used for all future invoices in the selected currency.

2. Creating an Invoice

1️⃣ Go to: Invoicing > Add Invoice
2️⃣ Select: Customer
3️⃣ Choose: Invoice Series & fill in details

📩 Invoice Delivery Options:

  • Sent automatically to the customer’s Accounting email (if listed in Contacts).
  • Remove the Accounting email to disable auto-sending.
  • Add an email at the bottom to send manually.
  • Or, download the invoice and send it yourself.

3. Invoicing Portal

In the Invoicing (1) portal, you can easily track and manage your invoices.

📌 Key Actions:
🔹 (2) View Invoices – See all invoices assigned to an Invoice Series.
🔹 (3) Download Invoice – Save a copy of your invoice for records or sharing.
🔹 (4) Download E-Invoice – Generate an e-invoice for seamless digital transactions.

Use these tools to keep your invoicing process efficient, organized, and fully accessible.

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