Create and send an invoice

An invoice in IDup is not a document you produce and then file somewhere else. It is a record that stays connected to the customer, the project, the payment and the ledger.

Step by step

1. Open CRM → Sales → Invoices and create a new one.
2. Pick the customer. Their address, currency, payment terms and tax settings are taken from their record, so you do not retype them.
3. Add the lines. Items you sell repeatedly live in CRM → Sales → Items and can be picked rather than typed.
4. Check the tax rate per line and the due date. Billable expenses and unbilled time on this customer are offered here and can be pulled in.
5. Save it as a draft first if someone else has to look at it; otherwise mark it sent.
6. Send it by e-mail from the invoice itself. The customer receives the PDF and, if online payment is switched on, a link to pay.

In the app

1. Open invoices in the app.
2. Create the invoice the same way — customer, lines, tax, due date.
3. Send it from the invoice. The last loaded invoice list stays readable offline, marked Offline, as of <time>.

After it is sent

• Its status follows what happens: unpaid, partially paid, paid, overdue, cancelled.
• The customer sees it in their portal and, if they are connected, gets a push notification under Invoices and quotes.
• It is already in the accounting — there is nothing to transfer.

Recurring invoices

An invoice that repeats — a retainer, a subscription, rent — can be set to recur instead of being copied each month. Set the interval on the invoice; IDup creates each new one on schedule.

Other documents in the same menu

• Proposals and Estimates — what you send before the work.
• Delivery notes — what left the building.
• Credit notes — the correction when an invoice was wrong.
• Purchase orders — the buying side.
• Attach invoice file — for an invoice produced outside IDup that still needs to exist here.