Add invoice

To add a purchase invoice, complete the form. You can upload a receipt (for example a PDF invoice) by clicking the "Browse" button and selecting the file on your computer.

The uploaded receipt will be saved with the purchase invoice.

• Related Articles

• View purchase invoices

  Purchase invoices are what you add when you need to add expenses. For example if you are invoiced for your pool hire, you would add this as a purchase invoice. You can upload a copy of the invoice by clicking on the "Browse" button in the "Upload ...

• Add invoice period

  An invoice period is any period in time that an invoice covers. For example it can be a month, a week or even a single day. When creating invoices, the following fields are available: Title - a title for the invoice period Payment Due - sets the due ...

• View invoices

  All of your member invoices are listed here. Click on the option buttons to filter the table. If you are viewing unpaid invoices, there will be extra fields to allow you to mark them as paid in bulk. The system will populate the "Paid Date" field ...

• Recurring invoices

  To create recurring monthly invoices for your members, come to this page and click on the "+Add Recurring Invoice" button. The fields are self explanatory and once you create one, the system will automatically create invoices every month on the day ...

• Deleted invoices

  Each time someone deletes an invoice, it is saved in that member's (who the invoice was for) audit trail. To view a list of your deleted invoices, run this report.