Jobs and invoices · 6 min

Invoice and record a payment

Prepare a full, deposit or balance invoice and track money received.

Screenshots and button names reflect the French interface supplied with this guide.

1
Start the invoice
In Factures, choose + Nouvelle facture, the customer and the job. You can also select Créer la facture on a completed job.
2
Choose the type
Select a full, deposit or balance invoice. For a percentage deposit, check the calculation basis and use Calculer l’acompte.
3
Review the amounts
Check items, taxes, due date and total. On a balance invoice, review deducted deposits. An unpaid deposit remains due on its original invoice.
4
Create and send
Select Créer la facture. Open it and choose Envoyer par courriel or Envoyer par SMS. Check the recipient and confirmation.
5
Record money received
On a sent invoice, choose Enregistrer un paiement. Enter the amount, date and an optional note, then Enregistrer. Check the new balance.

Start the invoice