Navigation CLIENTS > ORDERS > click on an Invoice
Once you have created a service order for your client, and optionally sent them a quote, you are then ready to invoice them for the work.
An invoice is an official document that you send to your client when you want them to pay you for services you have delivered (or will deliver).
In this section you can:
learn what the columns mean within the invoice details screen
understand how to apply a different payment type
see how to resend invoices with or without the client's account summary
understand when it is appropriate to write or void an invoice
understand about committing credit and debit notes
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An explanation of what the columns mean that appear on the invoice details screen.
An explanation of how changing the payment type affects the payment due date of the invoice when it is raised and the process required to change the payment type.
How to resend a copy of the invoice to your client.
When a client has fully or part paid an invoice, you can view the details of this payment.
How to resend a copy of the invoice and the account summary to your client.
An admin note can be added to a quote or an invoice as a reminder to take some action, for example.
Learn how to write off an amount from an invoice and when you might need to do this.
How to raise an invoice but without sending a copy to the client.
When it is appropriate to void an invoice and the procedure to follow to achieve this.