Viewing articles tagged 'invoices'

How invoices are created Invoices come from four places: orders, recurring services falling due, an administrator, and the API. Each carries the client, currency, tax, lines, balance, status and payment method.

Invoice states An invoice is always in one of six states. Each one tells you what may still happen to it.

Configure tax and VAT Tax is worked out from the client's billing address when an invoice is generated. Decide inclusive or exclusive first: changing it later changes every price.

Quotes that become invoices A quote is a priced proposal with a stage and a valid-until date. When the client accepts, it becomes an invoice rather than living beside one.

Billable items: charges for the next invoice A billable item is a charge you add to a client to be invoiced later: hours worked, a quantity, or a fixed amount, each with the date it should be invoiced on.

Does WBAMS do recurring billing? Yes. Services bill on their own cycle, monthly to every few years, with invoices raised ahead of the due date, reminders before and after, and late fees and suspension if you want them.