Invoices and Credits
Creating and managing invoicing
11 articles
Creating an Invoice RunHow to create an Invoice Run
Creating an Invoice BatchHow to create an Invoice Batch
Deleting an Invoice BatchHow to Delete an Invoice Batch
Bulk E-Mail InvoicesSend out multiple invoices to your customers at the same time
How to Create Invoice Run CodesWhat is an Invoice Run Code and How to Create them?
Pay by LinkThis fantastic feature allows you to send secure payment links to your customers
Return to Stock with Auto CreditReturn invoiced sale items to stock easily—auto-credit is generated, saving time and keeping inventory and finances accurate.
Create Invoices During Book InThis feature allows you to generate invoices directly from the Book In screen, streamlining the returns and billing process. Charges—including rental, damage, or loss marked as “Charge Now”—are consolidated into…
Manual Invoice Creation PermissionIt enforces consistent invoicing by restricting manual invoice creation on orders, requiring users to use system-driven actions or invoice runs for better process control.
Calculate charges up to a dateCalculate charges up to a chosen date when taking payments, ensuring accurate billing and avoiding duplicate or incorrect charges.
Pay and confirm invoicesThis feature allows you to take payment before confirming an invoice. Once payment is completed, the invoice can be automatically confirmed—helping speed up your billing workflow.