--- title: Classic Invoicing description: "> ๐Ÿ“ **Where to find this module?** > *Main Menu > Sales > Invoicing* There are multiple ways to invoice your clients on Kafinea. This documentation article covers \"classic\" invoicing, which is the manual creation of invoices from a validatedโ€ฆ" url: "https://www.kafinea.com/en/help/invoicing/classic-invoicing/" updated: "2019-09-18" category: Sales / Invoicing --- # Classic Invoicing > ๐Ÿ“ **Where to find this module?** > *Main Menu > Sales > Invoicing* There are multiple ways to invoice your clients on Kafinea. This documentation article covers "classic" invoicing, which is the manual creation of invoices from a validated quote, a customer order, or directly from a customer record, without automation linked to time spent, a project, consumption, or a recurring due date. --- ## Creating a classic invoice There are [multiple ways to create a customer invoice](https://www.kafinea.com/fr/documentation/interface-kafinea/les-fiches/) in Kafinea: ### Direct entry 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 [a **Customer Account** record](https://www.kafinea.com/en/documentation/sales/customer-accounts/) via the *Customer Invoices* relational tab using the **+ Add an invoice** button. ### Converting a quote, a deal, a purchase order, or a delivery note When [a quote](https://www.kafinea.com/en/documentation/sales/customer-quotes/), [a deal](https://www.kafinea.com/fr/documentation/marketing/les-affaires/), [a purchase order](https://www.kafinea.com/fr/documentation/ventes/les-bons-de-commande-client/), or [a delivery note](https://www.kafinea.com/fr/documentation/gestion-des-stocks/comment-generer-un-bon-de-livraison/) has been created upstream of the invoicing step, it is possible to convert it into a customer invoice with one click via the **Create an invoice** button. --- ## Editing the content of a classic invoice Here are the different sections you will need to complete when creating an invoice: ### Invoice Details Lorem ipsum. ### Addresses Lorem ipsum. ### Terms and Conditions Lorem ipsum. ### Items You can add a widget to one of [your dashboards](https://www.kafinea.com/fr/documentation/interface-kafinea/les-tableaux-de-bord/) and display certain prospects based on their industry, source, or status. > **Note:** Taxes applied to line items depend on tax configuration and tax regions. To learn more, consult [Tax Configuration](https://www.kafinea.com/en/documentation/settings/tax-configuration/). --- ## Sending a classic invoice While awaiting the imminent implementation of [electronic invoicing](https://www.kafinea.com/fr/documentation/finances/la-facturation-electronique/) by the government, 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 **PDF**, choosing your invoice template, and clicking **Print**. - Download the invoice by clicking **PDF**, choosing your invoice template, and clicking **Download**, then send it yourself by email to your client. - Send the invoice by email directly from Kafinea by clicking **PDF**, choosing your invoice template, and clicking **Send by email**. - Automate invoice sending by email via [a workflow](https://www.kafinea.com/en/documentation/automation/workflows/). --- ## Payment reminders Kafinea relieves you of the complex and time-consuming task of following up on payment reminders for your issued customer invoices. Consult the documentation article dedicated to payment reminders to learn more. ### Case StudyA communication agency creates personalized quotes for each of its client projects. Once the quote is accepted, the team converts it into an invoice with one click, manually adds travel expenses, and sends the invoice by email in PDF format from Kafinea. Invoice tracking is then automatically handled thanks to payment reminders configured in the system. --- ## Other types of invoicing Kafinea offers much more than classic invoicing. Discover even more automated ways to invoice your clients: - [Progress Invoicing](https://www.kafinea.com/en/documentation/invoicing/progress-invoicing/) - [Consumption-based Invoicing](https://www.kafinea.com/fr/documentation/facturation/la-facturation-de-consommations-darticles/) - [Electronic Invoicing](https://www.kafinea.com/en/documentation/invoicing/issue-an-electronic-invoice/) - [Recurring Invoicing](050_recurring-invoicing.md) Time-based invoicing and automatic project invoicing are also supported; their detailed documentation will be added later. --- ## Related References ๐Ÿ”— - [Records](https://www.kafinea.com/fr/documentation/interface-kafinea/les-fiches/) - [The Kafinea API](https://www.kafinea.com/fr/documentation/api-fr/lapi-kafinea/) - [Forms](https://www.kafinea.com/en/documentation/automation/forms/) - [Marketing Campaigns](https://www.kafinea.com/fr/documentation/campagnes/les-campagnes-marketing/) - [Dashboards](https://www.kafinea.com/fr/documentation/interface-kafinea/les-tableaux-de-bord/) - [Customer Accounts](https://www.kafinea.com/en/documentation/sales/customer-accounts/) - [Contacts](https://www.kafinea.com/fr/documentation/ventes/les-contacts/) - [Deals](https://www.kafinea.com/fr/documentation/marketing/les-affaires/) - [Lead Conversion Mapping](https://www.kafinea.com/fr/documentation/mappage-de-donnees/le-mappage-de-conversion-de-prospect/) - [Workflows](https://www.kafinea.com/en/documentation/automation/workflows/) --- ## Related References ๐Ÿ”— - [Customer Purchase Orders](https://www.kafinea.com/fr/documentation/ventes/les-bons-de-commande-client/) - [Progress Invoicing](https://www.kafinea.com/en/documentation/invoicing/progress-invoicing/) - [Consumption-based Invoicing](https://www.kafinea.com/fr/documentation/facturation/la-facturation-de-consommations-darticles/) - [Electronic Invoicing](https://www.kafinea.com/en/documentation/invoicing/issue-an-electronic-invoice/) - [Recurring Invoicing](050_recurring-invoicing.md) - [Customer Payments](https://www.kafinea.com/fr/documentation/paiements/les-paiements-client/) - [Customer Credit Notes](https://www.kafinea.com/en/documentation/sales/customer-credit-notes/) - [Tax Configuration](https://www.kafinea.com/en/documentation/settings/tax-configuration/)