- #Make invoice how to#
- #Make invoice full#
Locate and check the specific invoice(s), under Invoices.ģ. The invoice is sent and the status will change from 'Draft' to 'Sent'.Ģ. Enter the email address of the contact you wish to send it to. Click Email invoice, from the dropdown menu.ģ.
#Make invoice how to#
Open the invoice ( see how to open an invoice here).Ģ. Note: You can edit the invoice status by clicking the edit icon under Status and selecting a status from the dropdown menu ( Draft, Exported, Sent, Paid, and Refunded).Īdditionally, you can Email the invoice, Create a PDF, or Print it, by selecting the option from the dropdown menus.ġ. From the Invoices section (bottom-right of the page), open the invoice. Once created, invoices can be found on the Billing page, under Invoices (bottom-right of the page). Note: Your company name is pulled from your invoice settings, which you can edit by going to Admin > Accounting > Invoice Settings tab. From the Billing page, by clicking the New invoice button:.From the customer's page, by clicking the New invoice button:.Note: The New invoice feature is accessible from multiple locations within Atera. Note: The invoice status will automatically change whenever you send or export an invoice.ġ.
#Make invoice full#
Refunded: The full invoice amount has been refunded. Paid: The invoice was emailed and payment has been made. Sent: The invoice has been sent (emailed) to the recipient. Exported: The invoice has been exported to your integrated accounting software. Draft: The invoice is in progress and has not been sent nor exported. You can see the invoice status under the Status column on the Billing page and on the invoice itself - from where you can manually change the invoice status We've added statuses to invoices to simplify invoice management and tracking! Statuses include Draft, Exported, Sent, Paid, and Refunded. If the currency is not displayed correctly according to your region, please contact our support teamįor help creating invoice batches, see Create an Invoice Batch The address can be added/updated from Admin > Settings. The billing currency is based on the region you initially register your Atera account from. Emailing an invoice is available to Atera subscribers only. You can create a completely flexible invoice, which can be edited, saved, printed, created as a PDF, or emailed to your customer for near-instant customer billing. Invoices are ordered by invoice number, along with their creation date, affiliated customer, batch name (if applicable), and status ( Draft, Sent, Exported, Paid, and Refunded). It is defined by its associated contract. Invoices detail the products and services provided to your customer.
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