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  1. V4
  2. Customer invoicing

Customer invoicing

From creation to payment, all things invoice related

Managing invoices

  • Invoice types
  • Invoice categories
  • Add an invoice
  • Add a draft invoice
  • Add additional works to an invoice
  • Emailing a certificate with the invoice
See all 7 articles

Payments

  • Payment methods
  • Adding a payment to a customer invoice
  • Cash allocations

Credit notes

  • Adding a credit note to a customer
  • Add a credit note against an invoice
  • Allocating a credit note against an invoice
  • Refunding a credit note

Frequently asked questions

  • How do I convert a final invoice into a different type of invoice?
  • Why isn't the partial invoice shown as part of the final invoice?
  • Why is the final invoice total not calculating accurately?
  • How do I add a retention invoice?
  • How do you edit a payment?
  • Why do I have missing invoice numbers?
See all 16 articles
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