Finance & expenses
Create and manage invoices
Review invoices and use the available actions to create, edit, or open an invoice.
What this does
Review the Finance invoice list and use the available actions to create a new invoice or open an existing record.
Steps
- Open Invoices and review the listed invoice details.
- Use the create action to start an invoice, choose the appropriate Finance client, and complete the fields shown in the form.
- Open an invoice to review its details. Use the available edit action when changes are needed.
Result
Finance invoices are separate from Sales quotations and Sales Customers. For client records, see Manage Finance clients and vendors.
Related/Next guide: Review receivables.
Related articles
- Manage Finance clients and vendorsCreate and maintain Finance clients and vendors; Finance clients are separate from Sales customers.
- Review receivablesReview amounts due from clients and use invoice details to follow up on outstanding balances.
- Review paymentsReview recorded Finance payments and connect them to the relevant invoice or account.