Money and invoices

Panel pages: Money, Billing → Invoicing (Ctrl K → invoicing)

The Money page shows sales, cost and margin per customer and per destination. A margin of 10% or more shows in green.

Invoices cover one week, Monday to Monday, with one line per destination. The line names come from the destination names on your rate sheet.

1. Invoicing → Generate for a customer and a week.
2. Preview it. You can Add line by hand (a setup fee, a credit) or remove one.
3. Set Bill to (the customer’s company details). The due date is set to 7 days after the invoice date.
4. Download Excel and send it to the customer.

An invoice with a mistake can be voided; then generate it again.