Invoices

What this page is for

Every invoice and credit note. Invoices can be made here, from a booking page, automatically from bookings, or by billing schedules.

View invoices opens the page (by default Admin, Finance, Front desk and Viewer).
Create, issue and send invoices is needed for New invoice.

Choose Invoices or Credit notes, a status (or Not yet paid), and search by number or customer. Select Filter.

Column	Meaning
Number	Given when issued (INV for invoices, CN for credit notes). Drafts have none.
Customer	Who the invoice is for, and the unit.
Issued, Due	Issue date and due date.
Total	Including tax.
Still to pay	Total less payments and credit notes.
Status	Draft, Issued, Partly paid, Paid, Overdue or Cancelled.

Numbers are given in order, with no gaps, when an invoice is issued.
Every night, unpaid invoices past their due date become Overdue, and finance is told about invoices due soon and overdue.
Verified payments settle invoices automatically, oldest first.

Settings, Invoicing: payment terms, automatic booking invoices, issue straight away, email on issue, default tax.

Can I delete an invoice? Drafts can be cancelled. Issued invoices are kept: cancel them with a credit note.

Problem	What to do
A payment is not counted	It may be waiting for verification. Check Verify payments.