Creating an invoice

For an invoice outside the subscriptions: equipment, a camp, an outing. Click New.

1. 1Newin the toolbar.
2. 2Invoice and Invoice from templatean empty invoice, or an invoice pre-filled from a saved template.
3. 3Manage templatesrenames or deletes the templates.

1. 1The toolbarSend, Draft, Save as template, Preview and Print. Send becomes active when the invoice has a recipient and a line with a price.
2. 2Tothe recipients, from two letters: members, companies, groups or distribution lists. Each one receives their own invoice; a group invoices each of its members.
3. 3Invoice date and Due datethe due date follows the Payment term; you can change it.
4. 4Payment details and Debtor accountthe invoice's financial institution and, in accounting with debtors, the debtors account.
5. 5Templatethe PDF's layout, which can be changed with the pencil for this invoice.
6. 6Subject and Free textthe invoice's subject, required to send it, and a free text added to the invoice.
7. 7The linesDesignation, Quantity, Price, Discount %, Total and Product account. The bag, on the left, lets you choose a saved article. A new empty line is added as you fill in the previous ones.
8. 8Add a lineadds an empty line.
9. 9Discount and Total billeda discount as a percentage or a fixed amount on the total.

• Preview shows the PDF for the first recipient; Print opens it in a new tab.
• Draft saves the invoice without sending it. It waits in Drafts: select it to Open it, see it in Preview, Send it or Delete it.
• Save as template keeps the subject, the text, the lines and the discount, without the recipients or the dates. New › Invoice from template reuses it.

Families are not searched for in To. From the contact grid, the Generate invoice action opens this page with the selected members, companies and families (chapter 3: Actions on the selection, part "Generating an invoice"). A family is invoiced through its active members: a single invoice if it has grouped billing.