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Billing - Generating Invoices

Billing - Generating Invoices

Once an Invoice is approved, you can send it to both your Customer and the Accounting Software for reconciling with Payments.

Michael Mulligan avatar
Written by Michael Mulligan
Updated over 4 years ago

Once an invoice is generated, it needs to be Approved, Sent, Processed and Paid in order to transition to its final status - Completed.

Sending an invoice is done by either emailing the customer with a PDF attached or sending the invoice to a printer and mailing the customer directly. In both cases, the default send method is defined on the customer.

Processing an invoice is a step that send the invoice to your Debtors software (like Xero, or BMS Debtors). Once the invoice is sent and a confirmation has been received, the invoice status will transition to Processed.

Once an invoice is fully paid and it’s balance is reduced to $0, the invoice will transition to Completed.

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