The most important information about invoices in Billomat in brief.
How can you create invoices with Billomat?
There are various ways of creating invoices in Billomat. If you are looking for general instructions for creating invoices, we will explain in this article how you can create invoices as a document in Billomat. If you'd rather see a short video, we'll explain in a few minutes how you can send invoices with Billomat.
Invoices can also be created directly from the following documents:
- From an offer won
- From a subscription invoice
- From an order confirmation
To do this, in the detailed view of the document (e.g. offer or order confirmation) from which you want to create your invoice, click on New Document on the right-hand side and select New Invoice. Billomat transfers the data from the document to the invoice, but you can also make adjustments.
Invoice status
An invoice always has a certain status:
With the help of the invoice overview under the option Invoices in the left navigation, you can see the status of each of your invoices - so you always have an overview.
Invoice types
With Billomat you different types of invoices create or manage, such as incoming invoices, sales invoices, advance invoices or credits.
Post payment
Incoming payments can be posted for open and overdue invoices. To do this, open the invoice and click on the Post payment button in the menu on the right.
Then enter the amount, payment method and date. If desired, the booking can be provided with a comment and further information.
If partial payments are to be posted, the Mark invoice as paid option must not be activated.