You can create one or more invoices per project or per client. You can then receive partial or full payments. You can send photos or files with the invoice by adding attachments when sending it.

In the invoice tab of your projects, click on the little plus to add a new invoice.

To duplicate an existing invoice, use the “Duplicate invoice” option from the dropdown menu. The issue and due dates of the copy are generated automatically, and the estimator is not copied.

Invoice interface

The invoice interface includes customer information, project details, description, payment, activities and customer follow-up.

(A) Press the + on the right to add a description. Each line type comes with additional questions.

Choose between:

(B) New line: a new line is an empty line that lets you add a description.

(C) Bill materials: lets you add a material line to the invoice.

(D) Bill labor: lets you add labor time to an invoice.

(E) Bill a work order: lets you invoice a work order by time and materials. All materials and all time added to the work order will be added to the invoice.

(F) Invoice a quote: lets you add a lump-sum price from a quote to the invoice. You can choose whether you want the full quote description or just the contract number.

(G) Bill extras: lets you bill the extra time or materials added to a work order.

You can change the order of the invoice lines at any time before sending the invoice.

Once several lines have been added, you can click the arrows to reorder the lines (A).

You can then change the order line by line (B).

It is also possible to create a credit note by creating a negative invoice. You can change the amount of the line and enter it as negative. You will then need to create a new printout type, CREDIT NOTE. See email format and printout in app preferences.

Payment

Payment is added to an invoice. Please note that payment cannot be made on the C-Cube platform. However, it is possible to export the data for ultimate attachment to your accounting software.

(A) Click on the + on the right to add a payment.

The window below will appear and you will be able to complete it.

(A) Enter payment total.

(B) Include notes if necessary.

(C) Indicate date of payment.

(D) View payment breakdown.

You can modify the amount of a payment at any time if a mistake was made when entering it. To remove a payment, use the Cancel option rather than deleting it. The canceled payment remains visible in the invoice history with the “Canceled” label, but it is excluded from the balance, from the paid-invoice calculation and from the payments report.

Do not create a credit note just to modify a payment that has already been received.

(A) Once the client's payment has been entered on the invoice, depending on the number of days late, you can click the three dots at the top and bill late fees.

When an invoice's balance is zero, a “Paid” badge appears on its PDF.

A closed invoice can no longer receive new lines or be reordered.