Invoices can be created in two different ways
- Within a project
- In the main tab "Financial"
If you create an invoice within a project all the financial data of the project will automatically be adopted. In the main tab "Financial" you can additionally create single invoices. In this case however the information for the invoices needs to be added manually by using the invoice lines.
Creating an invoice
To create an invoice within a project open the tab "Financial" and select "Create invoice".
A new window pops up in which you can't enter the applicable invoice information.
In case you want to create a single invoice, open the main tab "Financial", select "Create new invoice" and enter the invoice information.
Entering invoice information
Writing paper: Select your writing paper here.
Template: Choose which template you would like to use. Rentman offers several default templates that can also be customized. More information about the template editor.
Price calculation: You can add the total price calculation to the document or additionally add single invoice lines. You can however also create the invoice only using the lines.
Partial invoice: In case you have used a partial invoice previously, for example a certain percentage as advance payment, you can select that here to automatically get the right amount of money still to be paid.
If you want to add single invoice lines click on "Add invoice line".
In the new window you can enter information about the invoice lines and which ledger account they represent.
Invoice lines based on quotations/contracts
Invoice line can also be created on the basis of quotations, contracts or other projects.
Creating and regenerating invoices
If you regenerate an invoice you will get the same document with the same number. In case you create a new one you will receive a new version of the document with the same number.
In case your customer has a different billing address, for example a separate financial department, you can enter this information here. Additionally you can add a new contact person by clicking on .