After an Invoice is created (either from Quote or freshly created), its status is Draft.
1. Edit a Draft invoice until it is perfect and accepted by your customers.
After an invoice is good enough, below actions can be done:
2. Send (or Mark as Sent) the invoice to the customer
The status is changed to Awaiting Payment and action list is updated
Action list:
3. Add payment to the invoice (to mark it as paid):
When your customer already pays, the invoice can be updated to Paid. You need to fill in the Payment fields and click Add
An invoice can be paid with offline payment (GIRO, bank transfer or cheque) or with the credits in Customer account.
Note
- Offline payment: Payment must be recorded in Finance app first
- If you've recorded a partial payment, the invoice will remain as Awaiting payment until it's fully paid.
- If you've recorded an overpayment, a transaction for the extra amount will be included in a newly created invoice.
An Invoice after adding a sufficient payment
4. Provision an invoice
Instruction here: https://b3networks.freshdesk.com/support/solutions/articles/28000010514-how-to-provision-the-items-in-an-invoice
5. Allocate credit
Instruction here: https://b3networks.freshdesk.com/support/solutions/articles/28000011469-allocate-credit-to-invoices
6. Add credit note
More info here: https://b3networks.freshdesk.com/support/solutions/articles/28000011470-credit-note
7. Void an Invoice
A Pro-forma invoice can be voided, no sending Credit Note needed.
** Note: a paid or partially paid Pro-forma invoice cannot be voided. To do that, the payment must be unallocated from the invoice first.
A tax invoice (an invoice that is provisioned) cannot be voided.
