📍 Where can I find this module?
Main menu > Sales > Invoicing
There are many ways to invoice your customers on Kafinea. This documentation article covers invoicing traditional" invoicing that is, manually creating invoices based on an approved quote, a sales order, or directly from a record , without any automation tied to time spent, a project, usage, or a recurring due date.
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:
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Print the invoice and attach it to a physical delivery by clicking on PDF, choose your invoice template and click on Print.
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Download the invoice by clicking on PDF, choose your invoice template and click on Download, then e-mail it yourself to your customer.
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Send the invoice by e-mail directly from Kafinea by clicking on PDF, choose your invoice template and click on Send by e-mail.
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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 client projects. Once the quote is accepted, the team converts it into invoice a single click, manually adds travel expenses, and sends the invoice email as a PDF from Kafinea. The invoice then tracked automatically through 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 .