You can create an invoice for an individual client if you want to keep them out of an invoice run or need to invoice for other services. To do this, head to Financial > Invoicing > Invoices. Click on the + icon in the top right hand corner and select the client and buyer.
This will generate a blank invoice draft which will need populating. To do this, click on the 3 vertical dots next to the "recalculate items" button and select add items. You may need to scroll down the page to see this.
Once you have clicked this, you will have the option to add:
- Bookings - Any billable bookings which have not previously been invoiced.
- Transactions - A credit or debit note against a client, these are added in a client's financials tab.
- Custom - A place to record other charges that are not bookings or transactions.
If you are creating one for previous bookings or transactions, you can tick the box next to each item that you wish to add, or click the at the top of the list to select all of them. Then click <Add items>. This will add those bookings on to the invoice ready to issue.
You can add a combination of bookings, transactions and extra charges but you will need to add each section individually. Once this has been created, the invoice will appear in the invoices section with the invoices from invoice runs. The invoice will remain in Draft until you select issue. Once issued, you will be able to send to the Client/Buyer via email as long as they have an email address in their record. To send the email select the send button.