Invoicing
Use Menu > Receivables > Invoicing to create and manage customer invoices, bill eligible sales orders, and automate invoices that repeat on a schedule. The area separates the full invoice list, orders ready to invoice, and recurring invoice templates so that you can choose the correct workflow for an individual sale or scheduled billing.
Open Menu > Receivables > Invoicing. Use the following tabs:
- Invoices displays all invoices and lets you create an invoice.
- Orders ready to invoice displays sales orders that are open or partially billed and have amounts ready to invoice.
- Recurring Invoices lets you schedule repeated invoice creation. Recurring invoice amounts are not counted as recurring revenue.