Create Invoices

You can create an invoice by adding revenue and indicating that it is receivable. Once the receivable revenue is posted, an invoice is automatically added in the system. From the Invoices page, you can select invoices to send by email or download in a .pdf format.  

Create Invoices

1. Navigate to Financials and click Invoices on the navigation bar.
2. Check the box next to each invoice to be sent by email or downloaded as a .pdf file. 
   • To filter the list, enter date and profile filters, and then click Apply Filters.
   • If a receivable has multiple installments, each installment is listed as a separate invoice that can be selected.
     
     
3. Click Send Invoices.
   
   
4. Make any necessary edits to the templated email, and then click Send. 
   • If the default invoice template has not yet been customized in your site, be sure to insert your organization's information in the top section of the template. More details on invoice templates are available in Customize and Configure the Default Invoice Template.
     
     
     
   • To download the invoices as a .pdf file, click Download.