Invoicing

The invoicing guides cover creating and managing sales and purchase invoices, credit notes, pro formas, payments, VAT, and invoice documents. Create an invoice from a lease or trading deal, or manually from Finance, with guidance on lines, currency, VAT, and editing rules. Learn the meanings of Draft, Sent, Overdue, Paid, and Canceled, and what changes each status. Other articles explain invoice types, including pickup charge, trading, per diem, storage, damage, transport, and miscellaneous; document numbering; and payment reminders at three levels, with company- or invoice-specific adjustments. Pro formas can be created from trading deals, sent, then validated into an invoice or rejected. Payment guidance covers full and partial payments, marking an invoice paid, cancelling a payment, and bank reconciliation links. Sending an invoice covers PDF, recipients, copies, templates, and status effects. VAT material describes company regimes, customer rules, reverse charge, export, and printed invoice notes.