Create the invoice
- In the left-hand menu, click Invoices. From the Pending tab, click Create Invoice.
- Choose the Client / Broker and the Debtor. Both are required, and the pairing must already exist as a relationship.
- Enter the invoice details:
- Invoice # and Reference
- Amount
- Date and Due Date
- Preferred Payment Method
- Notes
- Click Create. The invoice lands on the Pending tab.
Adding documents
Open the invoice from the list and attach the paperwork there. Document upload is no longer part of the create step.
Other ways to get invoices in
- Import Invoices – bulk upload from a file.
- Export Invoices – download the list you are viewing.
Related articles
- How to Create a Client/Debtor Relationship
- Funding and Payment Batches