Learn how to edit payment terms and generate an invoice.
Generating an Invoice
Depending on your own workflow, once you have added your revenue to your booking the next step is normally to confirm the payment terms for the contract and to create a deposit invoice. Please review our Invoice Overview Knowledge Article for an in-depth understanding of how payment terms and invoices are added and created.
Navigate to the Statement Tab and click on the Sub Statement Tab.
- Click on Payment Terms
Confirm or edit the payment terms for the contract
Click on the Statement Tab
Click on Add Invoice > Hover Over Payment Terms > Select the Deposit Payment (or your required Payment Term from the pop-up list)
Emailing an Invoice
To email an Invoice, Select the Invoice and click the Email button. Select a template and follow the prompts to email the invoice to your customer. Learn more about Creating Email Templates
Alternatively, you can send the invoice and the contract together. Learn more about Emailing an Invoice and a Contract.