Accounting
Customer invoices
Create ad‑hoc invoices directly for customers and review them alongside generated invoices.
Overview
Customer Invoices lets you create invoices without a job card. Use this for one‑off billing or adjustments.Create an invoice
1
Start new
Click New on the Customer Invoices page.
2
Add billing details
Select the customer and add line items (services), quantities, and prices.
Use the same service names as your catalog for consistent reporting.
3
Review totals and save
Verify taxes and the grand total. Save to create the invoice.
The invoice appears in the Customer Invoices list.
List view and filters
- Date range: From and To
- Customer: All customers or a specific one
- Search: Search by customer or service
- Columns: Date, Customer, Services, Payment, Status, Total
Troubleshooting
Invoice not visible after saving
Invoice not visible after saving
- Filters: Clear date filters or set a wider range.
- Customer selection: Ensure you filtered for the correct customer.
Totals look incorrect
Totals look incorrect
- Taxes/discounts: Confirm tax rules and any discounts applied.
- Line items: Recheck quantities and unit prices.
Your ad‑hoc invoice is saved and ready to share with the customer.