Within Finances, you have the ability to create and send invoices.
In this article:
Creating an Invoice
1. Create a new invoice by going to Finances > + New Invoice
2. Complete all of the relevant fields including:
To field (find an existing contact in your contact database or enter an email address)
Due date
Description
Unit price
Quantity (if relevant)
Category
Tax (none, included or on top)
Add any relevant attachments
Note: Unit Prices are excluding tax. The Sub Total, Tax (if applicable) and Total will be calculated when you either add another line item or save.
3. Click Complete and Send to immediately email the invoice to the recipient, or use the dropdown arrow to either Save as Draft, Complete and Print or Complete.
Note:
Selecting Save As Draft will put the invoice into Drafts, otherwise, the invoice will automatically go into Money Owed/Due
Actions to Take from an Invoice
Go to Money Owed/Due or Drafts (depending on where you have saved it) and the invoice number to bring up this screen:
Add Payment - Record a partial or full payment
Edit - Until the invoice is paid in full you can add additional items
Print
Remind - Send an email reminder to the recipient
Delete
Adjusting your Tax Rate
Go to Organisation Settings > Finance Settings > Taxes and record the tax rate that is relevant to your organisation.
Note: The tax rate is recorded as a decimal. For example, 10% = 0.10
To apply the tax, go to Finances > Categories and select (or create) the appropriate Category to which this tax will apply. The Tax can be either included in the cost or applied on top.
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