An invoice is a document issued by you to the customer providing details about a sale or products, including quantities, costs and any special terms.
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We have some helpful guides on the full invoice process, but this guide will get you started with producing a single invoice for an order, particularly useful for advance invoicing.

To generate an invoice for an Order, navigate to the Order screen and select the required Order. 

To generate an Order invoice, navigate to the Order and select Invoice Order in the Actions List:

This will then pop up the following screen:

To generate an invoice, you select the charging dates you wish to charge from and to and then select OK. This will calculate the rental charges and generate an invoice to print or email to the customer. 

You can also choose whether to only invoice for any items which have either been sold or off rented - if you're looking to do an advance invoice then this should be set to No.

Note: You can only have one draft invoice against an Order. To create multiple invoices for multiple dates or ad hoc invoices, you must confirm the previous invoices. 

For further information on the invoice process please see our guide, or if you’re ready to create an invoice run please see our invoice run guide.

Need help? Start a conversation using the blue help bubble in the bottom right-hand corner of your system.