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Create a manual invoice

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Creating manual invoices to bill your clients

There will be times you will need to create a manual invoice such as:

  • If you missed a payment from a past previously invoiced period.
  • When you make an adjustment in Pay, these do not automatically flow to invoicing and need to be manually added.
  • When you need a second invoice for the same period ending.
  • If you have deleted an invoice.
Create a manual invoice

To create a manual invoice:

  1. In the quick menu navigate to Invoicing > Invoices from the drop down menu. And select the Create Manual Invoice button.

  2.  Enter in the manual invoice details. 
    • Choose an Operation (Client) from the dropdown list.
    • Purchase Order Number
    • Period Ending date
    • Issue Date
    • Enter an item description, quantity and cost.
    • Click + Add Item to add items to the invoice.

  3. Click Preview Invoice then click Save Invoice.

  4. This invoice will now appear in Pending invoices.

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