Every Invoice belongs to a Project. One Invoice can cover several Visits.
1. Create the draft from the Project
Open the Project’s Invoices and choose New Invoice. The draft uses that Project. You can also open an existing Invoice from More, Invoices.
For final billing during handover, stay in the Project completion flow.
2. Review the draft
Edit the billing details, description, items and prices. Check dates, payment terms and tax treatment. Review the saved draft before proceeding.
Do not assume recorded materials or worked time have already been added as charges.
3. Check and send
Open Preview Invoice, inspect the document and continue to Check Invoice before sending. Review the recipient and choose Send Invoice.
Wait for Invoice sent or Invoice queued to send. A queued email is not yet a delivered email. An uncertain response does not justify creating another Invoice.
4. Record money received
Open Record Payment when money has actually arrived. Enter the Amount, Received date and Method. Confirm Record Part Payment for a partial receipt or Mark As Paid for the full outstanding amount.
Recording a receipt does not charge a card. Check the resulting outstanding balance.
If the result is uncertain
Keep the current screen and retry. Review the existing Invoice, delivery status and payment balance before issuing or recording the same thing again. Issued documents keep their original figures; use their available correction actions instead of editing issued lines.