How To Manually Create An Invoice
Navigate to the Money tab
Select New Invoice
3. Please see below the information that you can enter into a manually created invoice:
Area | Information | Description |
|---|---|---|
General | For (attendee) | Name of attendee the invoice is for |
For (customer/parent) | Name of customer the invoice is for | |
Activity Name | You can link an activity to ensure accurate tracking If no activity is linked, then it will remain as “Not linked to an activity“. | |
Invoice Term | Term for when the invoice is applicable | |
Customer Address | This will appear automatically once a bill payer has been selected | |
Reference | A mention or refer to | |
Invoice Period From/To | Period the invoice is for | |
Invoice Date | The date the invoice is created | |
Payment Terms | Expectation of when the invoice should be paid by | |
Due Date | When the invoice is due | |
Tax Rate | The % of tax | |
Invoice Items | Category/ Item/ Description | Categorisation of the line item |
Price | Cost associated You can enter a negative amount in order to reference a discount of some sort | |
Qty | Quantity / how many | |
Account | Associate with an account for tracking purposes | |
Tax Rate | The % of tax | |
Amount | Total cost of line item (multiplied by Qty if more than 1) | |
Actions | Delete the line item if created in error | |
Add an Item | Add another line item | |
Notes | Additional area for further explanation |
4. Lastly, you can either:
Create New Draft Invoice → will be saved as a draft where further editing can be completed
Create and Approve New Invoice → will be approved straight away, and no further changes can be made
