From an order you generate the invoice in two clicks: select Create invoice in the Actions, confirm in the dialogue which line items and which times should be included – done. The invoice takes over addresses, line items and payment terms from the order. Sending by email, recording a payment, sending reminders or cancelling if required – everything runs in the invoice’s detail manager.
An invoice can also be created without an order – directly from the Document overview, for example for a one-off matter. The usual route is via the order, because the billing logic is already configured there.
Invoice from the order
In the order, go to the Actions → Create invoice. The dialogue asks for two things:
Time billing– which times are billed:Bill all times,Bill last month,Bill up to last monthorCustom billing period(withfromandto).Next billing status– which status the order carries after the invoice has been issued.
Into the invoice the system only takes line items that were billable at the time of creation (red marker). Waiting line items (yellow hourglass) remain in the order.
Credit control – status after sending
In the Invoice management and Credit control lists you see the lifecycle of each invoice:
Open– the receivable has not yet been settled.Due– the payment deadline has not yet passed (green dot).Overdue– the invoice is at a reminder level (orange dot).Action required– the payment deadline has passed, the reminder level not yet triggered (red dot) – you need to act here.Partially paid/Fully paid– after recorded payments.
Record a payment
When the customer pays, you record the incoming payment in the Actions → Record incoming payment. In the dialogue you enter the payment amount; the system sets the payment status automatically based on the ratio of the open receivable to the payment amount (Fully paid or Partially paid). If you need to set the status manually – for example because of offsetting against a credit note – you set it directly.
Cancel an invoice
Cancellation runs via the Cancel action in the Actions. The entire invoice is cancelled; there are no partial cancellations. In the dialogue that follows, you decide what happens to the linked times and costs:
Yes– times and costs become billable again and can be re-billed.No– times and costs remain assigned to the cancelled invoice.
⚠ Cancellation is final. A cancelled invoice cannot be reactivated. If you need a correction rather than a full cancellation, the
Invoice correctionis the clean way.
Invoice correction
You create an invoice correction (colloquially: credit note) in the Document overview via + → New document → type Invoice correction, or directly in the CRM contact from the actions. It is a document type of its own with the same tabs as an invoice – plus the option to make an Record outgoing payment instead of an incoming payment.
Invoice without an order
If the standard route doesn’t fit – a one-off matter, no project – you create the invoice directly in the Document overview: + → New document → type Invoice, choose the contact, enter the line item, finalise it via the Validate invoice action (checked live on 25 June 2026) and send it by email. For recurring billing, however, the route always goes via the order – see Recurring invoices.
Common questions & needs
| You want to … | How to |
|---|---|
| Bill only the times of the last month | In the Create invoice dialogue → Time billing = Bill last month. |
| Record a partial payment | Record incoming payment with a partial amount → status Partially paid. |
| Undo a faulty invoice | Cancel (final) or, better, Invoice correction. |
| Find overdue invoices | Status Action required / Overdue in Credit control. |
| Send reminders | See Reminders & credit control. |
| Write a one-off invoice without an order | Document overview → + → type Invoice. |
Related topics
- Reminders & credit control Invoicing How-to
- Create and bill orders (with video) Invoicing How-to
- Set up and use e-invoicing Invoicing Configuration
- Automated invoice creation