Customer Invoices

Overview

Customer Invoices handles billing your customers for hire charges. Create, send, and track payment of invoices.

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Creating Invoices

From Hire Order

1. View hire order
2. Click Create Invoice
3. System calculates charges based on hire period and rates

Manual Creation

1. Navigate to Creations > Customer Invoice Entry
2. Select customer
3. Add line items manually
4. Set amounts

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Invoice Content

Generated invoice includes:

• Customer details
• Invoice number and date
• Hire reference
• Line items with quantities and rates
• Subtotal, VAT, Total
• Payment terms

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Invoice Status

| Status | Meaning | |--------|---------| | Draft | Being prepared | | Pending | Awaiting approval | | Approved | Ready to send | | Sent | Delivered to customer | | Paid | Payment received | | Overdue | Past due date | | Void | Cancelled |

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Sending Invoices

1. Approve the invoice
2. Click Send
3. Choose method: Email or download
4. Status updates to Sent

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Recording Payment

When payment received:

1. Find the invoice
2. Click Record Payment
3. Enter amount and date
4. Status updates to Paid

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Xero Integration

If connected to Xero:

• Invoices sync automatically
• Payment status updates from Xero
• Reduces double entry