{"id":444444,"date":"2019-09-18T09:26:37","date_gmt":"2019-09-18T07:26:37","guid":{"rendered":"https:\/\/www.kafinea.com\/documentation\/uncategorized\/classic-invoicing\/"},"modified":"2019-09-18T09:26:37","modified_gmt":"2019-09-18T07:26:37","password":"","slug":"classic-invoicing","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/en\/help\/invoicing\/classic-invoicing\/","title":{"rendered":"Classic Invoicing"},"content":{"rendered":"
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\ud83d\udccd Where to find this module?<\/strong>
Main Menu > Sales > Invoicing<\/em><\/p>\n<\/blockquote>\n

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. <\/p>\n

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Creating a classic invoice<\/h2>\n

There are multiple ways to create a customer invoice<\/a> in Kafinea:<\/p>\n

Direct entry<\/h3>\n

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<\/strong> record<\/a> via the Customer Invoices<\/em> relational tab using the + Add an invoice<\/strong> button.<\/p>\n

Converting a quote, a deal, a purchase order, or a delivery note<\/h3>\n

When a quote<\/a>, a deal<\/a>, a purchase order<\/a>, or a delivery note<\/a> 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<\/strong> button.<\/p>\n

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Editing the content of a classic invoice<\/h2>\n

Here are the different sections you will need to complete when creating an invoice:<\/p>\n

Invoice Details<\/h3>\n

Lorem ipsum.<\/p>\n

Addresses<\/h3>\n

Lorem ipsum.<\/p>\n

Terms and Conditions<\/h3>\n

Lorem ipsum.<\/p>\n

Items<\/h3>\n

You can add a widget to one of your dashboards<\/a> and display certain prospects based on their industry, source, or status.<\/p>\n

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Note:<\/strong> Taxes applied to line items depend on tax configuration and tax regions. To learn more, consult Tax Configuration<\/a>. <\/p>\n<\/blockquote>\n

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Sending a classic invoice<\/h2>\n

While awaiting the imminent implementation of electronic invoicing<\/a> by the government, there are several ways to send an invoice, from the most manual to the most automated:<\/p>\n