The more you know, the further your business will go.
To create a new invoice, go to Sales -> Invoices and click on the button Create new invoice
Select Customer, when selecting a Client, the customer information will be fetched directly from the customer’s profile. Another option is that you can click on the edit icon, and directly add the desired customer information, this also is applied for the billing information, they are also fetched when selecting a customer.
NOTE: If you want the billing details to be auto populated when selecting the customer, you need previously to have added Billing details in the customer profile.
Billing and Shipping – If you change the billing and shipping information after selecting a client and click on the edit icon, this will be changed for the Invoice, but in the customer profile, the information will remain the same.
Allowed payment modes for this invoice – Select allowed payment modes for the invoice you are creating, if you customers pays online using CRM payment gateways, they will be visible in the invoice html area, and when recording payment for invoice from the admin area.
Currency – The currency is automatically selected based on your default currency, or currency set for the selected Customer you selected previously in the customer profile. If the currency for this customer is USD it will be automatically selected and cannot be changed.
INVOICE Number – Number is automatically populated Eq. 00012 next will be 00013.
This number is fetched from Setup->Settings->Finance->Invoice, The next number is the number, its an auto increment, but you can change the next number in Setup->Settings->Finance->Invoice.
Customer note is visible on client side as well, on the HTML invoice and PDF invoice.
You can setup terms directly in the invoice, or you can have predefined terms which will be auto populated. To setup predefined terms go to Setup -> Settings -> Finance -> Invoice scroll down and you can populate the fields as it fits you.
Recurring Invoice – Setup recurring invoice.
Sale Agent – You can select a sales agent for this invoice, then generate reports in Reports->Sales->Invoices Report. Note that the sales agent's full name will be shown on the invoice, if in Setup->Settings->Finance->Invoice-> Show sale agent on invoice is set to yes, see picture.
You can add Invoice items, when adding make sure you click on the blue check icon in order the item to be added you can also select tax options see shown in picture.
The items will be stored separately for each invoice and changing the items information in Sales->Items wont affect the already created invoices with specific item/s.
Admin note is only for admins/staff members.
Customer note is visible to client side also, on the HTML invoice and PDF invoice.
While editing/creating an invoice, the adjustment option is always available if you want to change the total amount.
Navigate to Settings, Menu -> Settings -> Cron Job
Create a new invoice from the main recurring invoice only if the main invoice is with status paid?
If this field is set to No, the recurring invoice does not have the status paid, the new invoice won’t be created
Hour of day to perform automatic operations (24 hours format eq. 9 for 9am or 15 for 3pm.)
The invoice will be re-created at a specific time of the day, based on the hour you have configured in this option.
Example if the invoice should be re-created at 1st of May if you set here 09 the invoice will be re-created 1st of May 9 AM.
Action to take after invoice is re-created
• Generate and Autosend the renewed invoice to the customer – NOTE: The customer contacts must configure email notification for invoices in order to receive the email.
• Generate a Unpaid Invoice
• Generate a Draft Invoice
Create recurring invoice
When you add/edit an invoice, you have an option to set this invoice to be recurring.
That means that the invoice will be re-created automatically, based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months or select custom to fit your needs.
How are the recurring days calculated?
The date when the invoice needs to be re-created(renewed) is calculated from the invoice date.
The dates in the examples are shown in Y-m-d format.
• Invoice date is XXXX-08-17
• Recurring is every 1 month
• The invoice will be re-created (renewed) on XXXX-09-17
• Invoice date is XXXX-03-01
• Recurring is every month
• The invoice will be re-created (renewed) on XXXX-04-01
When the invoices from this invoice will be generated, you will have an overview of which invoices are generated from this invoice at the Child Invoices tab.
Stop a Recurring Invoice
In order to stop a recurring invoice, you will need to go to the invoice edit area, and set the Recurring Invoice drop-down field to NO.
• You need to have setup cron job for this feature.
• Recurring Draft invoices won’t be re-created.
• Recurring invoices with status Cancelled (cancelled invoices) will be still re-created when the date for the next recurring invoice comes. In case you don’t want the invoice to be re-created from the cancelled invoice, you must edit the invoice and set Recurring to No.
Send Invoice to Email:
CRM has the option to send this invoice to a customer which is related. Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF
After sending the invoice to the customer, if you want to send the invoice again, there will be another email created, because the initial invoice is already sent.
Now the customer might want the invoice again, and in all cases, this content will be different. Go to Setup-> Email Templates -> Invoice Already Send to Client to edit the email content when sending the invoice to your customer for second time.
By default all contacts with enabled email notifications for invoices will be selected, you can adjust to your needs.
When cron job will try to send the invoice eq. expiration reminders will be sent to all contacts with enabled email notifications for invoices.
Record Invoice Payment:
While viewing the invoice from the admin area, click on the + Payment button to record a new invoice payment, after you click on the button, a new view will be shown including the record payment form.
Keep in mind that the + Payment button will only be shown if the user has permissions for payments CREATE, also this button may be disabled if the invoice is with status Paid or Cancelled.
1. Amount Received – The total amount that is paid for this invoice, this field will be auto-populated based on the invoice due amount.
2. Payment Date – Select date for the payment, by default, the current date will be selected.
3. Payment Mode – You need to select one of the available payment modes for this invoice.
4. Additionally, you can add a payment note.
5. Do not send invoice payment recorded email to customer contacts – If checked, no email will be sent to the customer contact that payment has been recorded for this invoice. If you want to disable this option, you can disable the email template in Setup->Settings->Invoice Payment Recorded (Sent to customer contacts), after the template is disabled this field won’t be shown and no email will be sent to the customer.
6. Click Save
After the payment is recorded, the invoice status will be automatically updated based on the total amount. If the full amount is recorded for this invoice, the status will be updated to Paid, otherwise it will be updated to Partially Paid.
Email sent to customer contacts
If “Do not send invoice payment recorded email to customer contacts“ is unchecked after payment is recorded, the email (with PDF payment attachment) will be sent directly to the customer contacts, to inform that payment is recorded for this invoice.
To edit the email content, go to Setup -> Email Templates -> Invoice Payment Recorded (Sent to customer contacts).
Email sent to staff
Additionally, the system will send another email (Invoice Payment Recorded (Sent to staff) to invoice sale agent and invoice creator, this email will be sent too, when the customer pays the invoice online via an online payment gateway.
Keep in mind if the payment is recorded via the admin area from staff member, this (currently logged in) staff member won’t receive an email.
Invoice Overdue Notices:
You can send invoice overdue notices manually, or automatically, with cron job.
Sending with cron job
To setup automatically overdue notices, go to Setup -> Settings -> Cron Job -> Invoices
If you want to send overdue notice the same day the invoice is overdue, set the field Automatically send reminder after to 0, otherwise set it according to your needs.
The second field is about resending the overdue notice based on the last notice date. If you want to disable resending the overdue notice set this field to 0
The overdue notices will be sent at a specific hour, based Hour of day, to perform automatic operations value that is set in Setup->Settings->Cron Job->Invoices
Merging invoices is a feature in CRM that allows you to merge/include already created invoices into 1 invoice, by passing all the invoice info to a new invoice. This feature is used if your customer has other unpaid invoices but you need to create another invoice for the customer, and you want to prevent your customer from paying multiple invoices, in this case, your customer will only need to pay 1 invoice.
How to check if there are available invoices to be merged?
Available invoices to merge are shown in different places.
1. When creating a new invoice – Available invoices to merge are shown after selecting customer, the system will check if there are available invoices to be merged into the invoice you are creating for the selected customer.
2. When you preview existing invoices from admin area – Available invoices will be shown on top, and you can click on the edit button to apply the necessary action.
3. When you edit existing invoice – Available invoices for merging are shown immediately after entering the edit invoice area.
You can only merge invoices that belong to the following statuses: Unpaid, Overdue, Draft.
Eq. If the invoice you edit has the status Partially Paid, you wont be able to merge any existing invoices in this invoice with the status Partially Paid.
How to merge the invoices?
When you create/edit an invoice, on the top, a message will be shown if there are invoices available for merging.
You can merge multiple invoices, by clicking on the checkbox on the left side from the invoice number.
After the field is checked, the invoiced items will be auto added to the existing invoice that you are currently creating or edit.
Additionally you can mark the merged invoices as cancelled instead of deleting, because merging invoices will create gaps in invoice numbers. Please do not merge invoices if you want no gaps in your invoice history. You also have the option of manually adjusting invoice numbers if you want to fill the gaps.
Cancelled invoices are excluded from the reports and overdue reminders are disabled.