You can invoice Orders in two ways - on a per order basis or via an invoice run. We'll show you how to do both below.
💸 Invoice on a per Order basis
From the order page, under Actions click Invoice Order to get started.
You'll see the 'Invoice Order' screen. Choose from the options on screen and click OK to create the invoice.
Key Details
Name
The name of the invoice within your system. This is just for internal reference.
Invoice Date
The date the invoice was created. This defaults to today's date and shows on the invoice document.
Invoice up to Date
This is the date the system will calculate charges until.
Invoice only returned items
Toggle this to 'Yes' to only invoice items that have been off-hired on the order.
📆 Invoice multiple orders using an Invoice Run
Head to Invoicing > Invoice Run to get started.
You'll see the 'Invoice Run' menu. Choose from the options on screen and click OK to create the invoice.
Name
The name of the invoice run within your system. This is just for internal reference.
Invoice Date
The date the invoice run was created. This defaults to today's date and shows on invoice and invoice batch documents.
Invoice up to Date
This is the date the system will calculate charges until.
Only Invoice Returns
Toggle this to 'Yes' to only invoice items that have been off-hired on the order.
Include in Invoice Run
If you're on the PRO+ plan, you will see the options to include/exclude works orders from your invoice run.
❓ Interested in learning more about Works orders? Check out our guide: Creating a Works Order
What if the charging end date of an item is wrong?
If you've created a draft invoice from rental items on an order and you notice the charge to date is incorrect during the invoice preview stage, you can remove the draft batch or invoice and go back into the order - select the movement then edit the whole movement or one of the items on the movement.
In the example above, click Edit Movement then change the Charging End Date to change the entire list of items.
To change just one of the items Charging End Date, click on the action button next to the item and choose Book In Details. You can then update the charging end date.
Once that's done, re-run the invoice batch and your new Charging End Date will be applied.
✅ Next Steps
Now you know how to create invoices, you can get started on processing them in your system!