Invoicing — 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 then send it on, keep an eye on its status, and record what happens to it over time.
Open it from the sidebar: Invoicing (the euro icon). The starting screen is the
invoice overview at /invoicing-and-tariffs/invoicing.
This guide covers everyday invoicing from a billing user's point of view: creating, editing, and tracking invoices. It does not cover administrative setup such as tariff groups or invoice-flow configuration — those live elsewhere in the app and are handled by an administrator.
What you can do
Each task has its own page so it's easy to find:
- Find & filter invoices — the overview screen, searching, and filters.
- Create an invoice — start a new invoice for a debtor.
- Edit invoice details — change the debtor, dates, and references on an existing invoice.
- Work with invoice lines — add, edit, reorder, and remove the lines.
- Change VAT — set the VAT code on a line or across the whole invoice.
- Group invoice lines — bundle lines under a heading.
- Split an invoice — move some lines onto a new invoice.
- Combine invoices — merge several invoices into one.
- Credit an invoice — create a credit (reversing) invoice.
- Duplicate an invoice — start a new invoice from an existing one.
- Approve & verify invoices — move invoices through approval.
- Send & export invoices — distribute invoices by email or to your bookkeeping system.
- Cancel or delete an invoice — stop or remove an invoice.
- Payments & invoice history — track payments and the full activity log.
Invoice statuses
Every invoice has a status that tells you where it is in its life cycle. You'll see these in the overview and on the invoice itself:
| Status | Meaning |
|---|---|
| Pending verification | Drafted; waiting to be checked. |
| Pending approval | Checked; waiting to be approved. |
| Being processed | The system is working on the invoice; actions are paused briefly. |
| Finalized | Approved and locked; ready to be sent. |
| Paid | Payment has been recorded. |
| Cancelled | The invoice has been cancelled. |
A separate communication status shows whether the invoice has been sent, distributed, or had a reminder issued, and flags any send failures.
A few buttons in SHIPM8 — Save, New, Add, Cancel, Confirm, Verify, Select, Find, Clear, Search — currently show in English even when the app is set to Dutch. That's expected; this guide uses those English labels so they match what you see on screen.