📄️ The basics
The Invoicing module is where you create and manage your outgoing invoices. You draft an invoice for a debtor, add the lines that make up the amount, and…
📄️ Find & filter invoices
The invoice overview (Sidebar → Invoicing) lists your invoices and is the starting point for everything else. By default it shows invoices from the last…
📄️ Create an invoice
To start a new invoice, go to Sidebar → Invoicing and click New. This opens the Create an invoice screen, which has two cards: the invoice debtor details on…
📄️ Edit invoice details
The invoice details screen (open an invoice from the overview) shows the debtor card, the invoice lines, and the history. This page covers editing the header…
📄️ Work with invoice lines
The invoice lines are the rows that make up the invoice total. On the invoice details screen, the lines card lists every line with its description, amount…
📄️ Change VAT
Each invoice line carries a VAT code, which determines the VAT percentage and the Total VAT shown for that line. You can set VAT on a single line, or change…
📄️ Group invoice lines
Grouping lets you bundle several invoice lines under a named heading, so a long invoice reads more clearly — for example grouping all port dues lines…
📄️ Split an invoice
Splitting moves some of an invoice's lines onto a new, separate invoice — useful when part of a bill should go to a different debtor, or be invoiced on its…
📄️ Combine invoices
Combining merges several invoices into one — the opposite of splitting. The lines from the other invoices are moved onto a single primary invoice.
📄️ Credit an invoice
A credit invoice reverses an invoice that has already been finalized or sent. It's the correct way to "undo" a finalized invoice, because finalized invoices…
📄️ Duplicate an invoice
Duplicating starts a brand-new invoice using an existing one as the template. It's a quick way to raise a similar invoice without retyping everything.
📄️ Approve & verify invoices
Before an invoice is finalized and sent, it moves through a short review path: pending verification → pending approval → finalized. Verifying and approving…
📄️ Send & export invoices
Once an invoice is ready, you can send it to the debtor or export it to your bookkeeping system. This is done with the export button, available both on a…
📄️ Cancel or delete an invoice
There are two ways to stop an invoice: cancelling keeps it on record but marks it as cancelled, while deleting removes it entirely. Both are in the header…
📄️ Payments & invoice history
The right-hand side of the invoice details screen keeps the full record of what has happened to an invoice: its payments, the connected data, and a complete…
🗃️ Invoice flows
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