When your organization needs to collect a non-charitable payment from a customer, an invoice is created so it can be applied to the incoming payment. For example, your organization may rent one of your buildings, so an invoice can be used to collect monthly rent.
The process of creating an invoice can begin from the Invoices page or from the Customers page.
Create an Invoice From the Invoices Page
- Navigate to the Invoices page and click Create in the left-side menu.
- Enter the customer name in the Choose Customer field and select the customer from the drop-down list.
- The profile must be designated as a customer to appear in this list.
- Alternatively, click Show List to view a list of all customers. Click the ID of the customer.
- Enter the applicable Create Invoice and Items information, and then click Save.
- Invoice Date and Fund are required fields.
- For each invoice item, complete the fields in the Items table.
- Click Post in the left-side menu.
- Click the Print, Download or Email options in the left-side menu to print the invoice or email it as an attachment.
Create an Invoice From the Customers Page
- Navigate to the Customers page.
- Enter the customer name in the Search Customer field and select the customer from the drop-down list.
- The profile must be designated as a customer to appear in this list.
- The profile must be designated as a customer to appear in this list.
- In the Invoices tab, locate the Invoices section and click Create Invoice.
- Enter the applicable Create Invoice and Items information, and then click Save.
- Invoice Date and Fund are required fields.
- For each invoice item, complete the fields in the Items table.
- Click Post in the left-side menu.
- Click the Print, Download or Email options in the left-side menu to print the invoice or email it as an attachment.
Apply the Open Balance of a Profile Payment provides information on creating an invoice directly from a profile payment.