Invoices and payments

Raise an invoice, send it, record full or part payments with receipts, and let reminders chase what's overdue.

Steps

1. 1Create an invoice from a sales order (Create invoice) or from Sales → Invoices → New invoice. Edit lines, issue date, payment terms and language while it is a draft.
2. 2Select Send invoice to email the PDF from your sales mailbox with a link where the customer can view it, download receipts and pay. Or select Mark as sent if you hand it over another way.
3. 3When money comes in, select Record payment: amount, method, date and reference. A receipt number (RC-…) is issued and you can email the receipt.
4. 4Part payments leave the invoice Partially paid with the balance shown; it becomes Paid when the balance reaches zero.
5. 5Open invoices past their due date show Overdue. Reminders go out automatically before and after the due date, and you can select Send reminder at any time.
6. 6A payment entered by mistake can be voided with a reason; the invoice balance reopens. An invoice without payments can be voided.

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