There are many ways to invoice your customers on Kafinea. This documentation article deals with "classic" invoicing , i.e. the manual creation of invoices from a validated quote, a customer order, or directly from a customer record , without automation linked to a time spent, a project, a consumption, or a recurring due date.
Where can I find the Customer invoices module? #
Kafinea > Sales > Customer invoices
Creating a classic invoice #
There are many ways to create a customer invoice in Kafinea :
Direct input #
In the case of a simple sale where no purchase order has been entered, the easiest way is to create the invoice directly from the Customer Invoices module or from aCustomer Account record via the Customer Invoices relational tab using the + Add invoice button.
Transformation of a quotation, purchase order or delivery note ?
Whena quote, deal, purchase order or delivery note has been created before the invoicing stage, it can be converted into a customer invoice with a single click via the Create invoice button.
Editing the content of a classic invoice #
Here are the different sections you will have to complete when creating an invoice :
invoice # details
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Addresses #
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General terms and conditions #
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Articles #
You can add a widget to any of your dashboards, displaying certain prospects according to industry, source or status.
Sending a classic invoice #
While we await the government's imminent introduction of electronic invoicing , there are several ways to send an invoice, from the most manual to the most automated:
- Print the invoice and attach it to a physical delivery by clicking on PDF, choose your invoice template and click on Print.
- Download the invoice by clicking on PDF, choose your invoice template and click on Download, then e-mail it yourself to your customer.
- Send the invoice by e-mail directly from Kafinea by clicking on PDF, choose your invoice template and click on Send by e-mail.
- Automate the sending of the invoice by e-mail via a workflow.
Payment reminders #
Kafinea relieves you of the complex and time-consuming follow-up of payment reminders for your issued customer invoices. Read the article dedicated to payment reminders to find out more.
Case study #
A communications agency creates customized quotes for each of its customer projects. Once the quote has been accepted, the team transforms it into an invoice in one click, adds travel expenses manually, and sends the invoice by e-mail in PDF format from Kafinea. invoice follow-up is then automatic, thanks to payment reminders configured in the system.
Other types of invoicing #
Kafinea offers much more than classic invoicing . Discover even more automated ways of invoicing your customers in our documentation articles on time-based invoicing , automatic project invoicing , progress invoicing , consumption invoicing and recurring invoicing .