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Invoice

Create and manage service invoices.

2 authors22 articles
Create an invoice run and periodIn this article, we explain how to create invoice runs with periods.
Add bank details to invoiceIn this article, we explain how to add bank details to your invoices.
Quickbooks online for invoicingIn this article, we explain how to import Quickbooks online for invoicing.
Create or amend an invoice formatIn this article, we will explain how to create or amend an invoice format.
Add ad hoc notes to invoicesIn this article, we explain how to add ad hoc notes to invoices.
Manage ad hoc invoicesIn this article, we explain how to add, find and delete ad hoc invoices.
Apply and increasing public holiday invoice ratesIn this article, we explain how to change the invoice rate for public holidays.
Visits missing on invoice after changing the service funder's invoice runIn this article, we explain how to resolve visits not appearing on the invoice after changing the funder's run.
Change what invoice run a funder is onIn this article, we explain how to change which invoice run a funder is on.
Invoice rate showing as £0 on visitsIn this article, we explain why your visit is showing as £0 and how to resolve this.
Remove supplements from an invoiceIn this article, we explain how to remove supplements from an invoice.
Create and allocate an invoice rate sheetIn this article, we explain how to create and allocate an invoice rate sheet.
Change invoice logoIn this article, we explain how to change your invoice logo.
Export an invoiceIn this article, we explain how to export invoice data to Excel.
View all the invoices for one service userIn this article, we explain how you can view all the invoices for one service user.
Credit an already issued invoiceIn this article, we explain how to credit an already issued invoice.
Attach an invoice rate export format to an invoice runIn this article, we explain how to attach an invoice rate export format to an invoice run.
Change invoice delivery methodIn this article, we explain how to update how invoices are delivered to invoice contacts.
Update invoice payment statusIn this article, we explain how to manually update your invoice payment status or automatically track payments through Access PaySuite.
Split invoice rates across timeframesIn this article, we explain how to split invoice rates when visits span different time bands or rate periods.
Amend the invoice number the system starts withHow to amend the invoice number that the system starts with.
Cancelled visit showing on the wrong invoice periodIn this article, we explain how to amend an invoice if a cancelled visit is showing.