Outgoing invoices
Outgoing invoices primarily originate from approved revenue lines. Manual invoices are for exceptions such as miscellaneous items or credit notes.
URL: /outgoing-invoices · manual create /outgoing-invoices/create
From revenue lines (standard flow)
- Open /costs-revenues , filter on revenue and status
ready_for_invoicingorapproved. - Select the lines.
- Group & Invoice — lines are grouped by customer + currency + billing address, optionally also by customer reference.
- The draft invoice appears in /outgoing-invoices .
- Check lines, totals and payment term → Approve → Send.
Manual invoice
For miscellaneous items or credit notes.
| Field | Notes |
|---|---|
| Customer | Required |
| Invoice date | Today by default |
| Due date | From payment term |
| Currency | Default from customer |
| Lines | Item, quantity, price, tax, GL |
| Customer reference | Optional; appears on invoice |
Credit note
Open a sent invoice → Credit → pick lines to credit. Credit notes have their own number range.
Statuses
draft → approved → sent → paid (branches overdue, cancelled)
| Status | Meaning |
|---|---|
| draft | Concept; still editable |
| approved | Final; number and PDF are fixed |
| sent | Email sent and logged |
| paid | Fully paid (via integration or manual) |
| overdue | Not paid within term |
| cancelled | Cancelled (credit note) |
Documents
- Invoice document is generated on
approved. - Email text and attachments via email templates.
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