7/28/2023 0 Comments Create invoices![]() ![]() Download or email your invoiceĪfter generating your invoice, you can download the document as a Word, PDF or XML file by clicking on When the date corresponding to the invoice moment of the project is passed but you still haven't invoiced the project, the project will be highlighted in red. the date corresponding to the invoice moment of the project is in the period you select in the filter.A project shows up in this tab when the following parameters are met: In the To be invoiced subfolder of the monetization_on Financial module, you will see all the projects you still have to invoice. Select a different Due date or Payment term.Click on the Invoice moment field, and select another invoice moment.Īfter you generate an invoice, you can manually change the default Payment term you set for the customer.Inside the project, you can always manually change the default invoice moment that was applied to the customer or to the project type. ![]() This content will not be copied from the original invoice. The content of the invoice, like the project price, will be based on the actual project data at the time of generating the duplicate. Click on more_vert next to the invoice that you want to duplicate.Open the project that you want to invoice.This will save you time, as the previously configured settings of the original invoice like document text, subproject selection, and the advanced settings will be copied. If you wish to create a similar invoice as one of your already existing invoices, you can create a duplication. If you add a line with a negative amount, this will be subtracted from the total. In the Invoice lines section, you can add additional amounts to the total of the project.Go to monetization_on Financial module > Invoices.If necessary make adjustments to the layout, document text, and advanced settings.ĭo you wish to set up your invoices more quickly in the future? Check "skip this popup next time" at the bottom of the pop-up screen.Click Generate on the top right of the screen.( Optional) In the Invoices to subtract section, you can deduct an amount you have already charged in a previous invoice - this is especially useful if you are invoicing the project in different moments.( Optional) In the Invoice lines section, you can add additional amounts to the total of the project.Choose to invoice the whole total in one go or to make a partial invoice.(From project) Financial tab, click on Add invoice (From monetization_on Financial module > To be invoiced) Select the project you want to invoice and click on monetization_on Invoice.Generate an invoice For an existing project Read this article to learn how to set up your invoicing. In Rentman, you can generate invoices, export them to accounting software, or mark them as paid. ![]()
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