Invoices

An invoice groups one or more line items together for a client so you can collect their payment for your products and services.

To access the list of invoices, go to Receivables, Invoices. To change column headers, select Columns, choose details to include, then select Apply changes. You can also reorder the columns in the list by dragging and dropping the column headers.

To quickly locate the invoice you want, search or filter the list.

  • To find and open a specific invoice, search for it by name (or partial name) and select it in the results.

  • To view only invoices that share specific criteria such as such as amount or print status, filter the list. From the Filters list, select the criteria of the invoices to work with and select Apply filters.

You can copy an invoice for a client who's received one previously. After you enter the client's name, select Copy previous invoice when it appears under the billing info. If you don't have the option to copy, enter the remaining details to save the invoice.

Tip: You can't copy invoices for different clients. You can only copy them for the same one.

Add a one-time invoice to collect payment for a single invoice. The invoice may contain one or more charges, but the client is only responsible for paying in full one time.

  • If the billing item you need for the invoice doesn't exist, save time adding a new one by selecting the plus in the Billing item field.

  • Under Print on invoice, enter the text you want to appear on the invoice for the client. For example, enter "Thank you for your support!"

Add recurring invoices to collect payments for a group of invoices a client receives on a regular schedule. To determine if you want to generate the invoice weekly, monthly, or annually, select Edit schedule after you select Recurring invoices.

When you save the record, the first invoice is generated for the client and a recurring invoice plan is also created that displays the schedule and other details for you to manage and monitor the plan's progress. To view the plan, select Recurring invoice plans under Related links on the Receivables action hub.

Note: When you dismiss the next invoice in a recurring plan, it goes away entirely. You won't be prompted to generate it again.